+2,323.7%
KLAC vs KMB
+36.1%
+2,287.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.0% |
| 7D | +21.2% | -3.0% | +24.1% | +22.0% |
| 30D | -14.5% | +9.1% | -23.6% | -16.6% |
| 3M | -24.4% | -0.4% | -24.0% | -24.7% |
| 6M | -12.9% | +13.0% | -25.9% | -17.2% |
| YTD | +29.9% | +10.3% | +19.6% | +23.9% |
| 1Y | +31.9% | +8.2% | +23.7% | +26.4% |
| 3Y | +201.5% | +0.4% | +201.2% | +181.7% |
| 5Y | +298.6% | -2.7% | +301.3% | +270.2% |
| All | +2,323.7% | +36.1% | +2,287.6% | +1,751.0% |
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