+13.1%
HPQ vs KMB
-0.7%
+13.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +1.1% |
| 7D | +3.2% | +0.9% | +2.2% | +2.9% |
| 30D | -3.6% | +10.1% | -13.7% | -5.7% |
| 3M | -5.3% | 0.0% | -5.3% | -5.3% |
| 6M | +41.1% | +15.7% | +25.5% | +36.2% |
| YTD | +36.9% | +12.6% | +24.2% | +32.6% |
| 1Y | +23.5% | +10.1% | +13.4% | +20.3% |
| 3Y | +19.6% | +2.1% | +17.4% | +16.0% |
| All | +13.1% | -0.7% | +13.7% | +11.2% |
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