+111.7%
INTC vs KMB
-9.5%
+121.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.9% | +11.0% | +9.2% |
| 7D | +17.4% | -2.7% | +20.1% | +17.6% |
| 30D | +2.8% | -5.0% | +7.8% | +3.1% |
| 3M | -5.3% | +6.6% | -11.8% | -6.6% |
| 6M | +140.6% | +1.0% | +139.6% | +138.9% |
| YTD | +183.1% | +6.0% | +177.2% | +178.3% |
| 1Y | +326.8% | -16.6% | +343.4% | +340.6% |
| 3Y | +179.4% | -8.6% | +188.1% | +179.5% |
| 5Y | +111.7% | -10.9% | +122.6% | +109.6% |
| All | +111.7% | -9.5% | +121.3% | +109.6% |
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