+32.1%
HPQ vs KMB
-10.5%
+42.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.9% | -2.6% | -4.0% |
| 7D | -0.5% | -2.7% | +2.2% | +0.2% |
| 30D | +3.7% | -5.0% | +8.8% | +5.0% |
| 3M | +24.3% | +6.6% | +17.7% | +22.6% |
| 6M | +64.8% | +1.0% | +63.8% | +64.3% |
| YTD | +43.9% | +6.0% | +37.9% | +41.7% |
| 1Y | +11.7% | -16.6% | +28.3% | +16.1% |
| 3Y | +19.7% | -8.6% | +28.3% | +20.0% |
| All | +32.1% | -10.5% | +42.6% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling