+217.2%
HPQ vs KMB
+15.0%
+202.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | +3.5% | -7.7% | +11.2% | +5.8% |
| 30D | +13.7% | -8.2% | +21.9% | +16.4% |
| 3M | +33.9% | -1.9% | +35.7% | +34.4% |
| 6M | +80.9% | -0.7% | +81.6% | +80.5% |
| YTD | +52.6% | +1.4% | +51.2% | +51.1% |
| 1Y | +21.2% | -19.1% | +40.4% | +27.9% |
| 3Y | +26.9% | -12.6% | +39.5% | +29.1% |
| 5Y | +41.1% | -12.7% | +53.8% | +42.3% |
| All | +217.2% | +15.0% | +202.2% | +198.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling