+195.3%
KLAC vs KMB
+2.5%
+192.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.1% | -5.3% | -2.5% |
| 7D | +10.0% | +0.9% | +9.1% | +10.3% |
| 30D | -14.8% | +10.1% | -24.9% | -11.8% |
| 3M | -27.2% | 0.0% | -27.2% | -26.5% |
| 6M | -17.5% | +15.7% | -33.1% | -13.2% |
| YTD | +25.8% | +12.6% | +13.2% | +32.1% |
| 1Y | +31.8% | +10.1% | +21.7% | +37.9% |
| 3Y | +195.3% | +2.1% | +193.2% | +203.3% |
| All | +195.3% | +2.5% | +192.8% | +203.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling