+2,934.0%
KLAC vs KMB
+15.3%
+2,918.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -2.2% |
| 7D | +6.2% | -8.6% | +14.8% | +8.6% |
| 30D | -5.0% | -7.5% | +2.5% | -3.2% |
| 3M | -14.4% | -0.6% | -13.8% | -15.1% |
| 6M | +28.3% | -1.5% | +29.8% | +27.2% |
| YTD | +51.1% | +1.6% | +49.5% | +47.8% |
| 1Y | +100.4% | -20.8% | +121.2% | +111.7% |
| 3Y | +276.3% | -12.4% | +288.7% | +269.9% |
| 5Y | +452.1% | -12.9% | +465.0% | +433.5% |
| All | +2,934.0% | +15.3% | +2,918.7% | +2,425.0% |
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