+288.8%
KLAC vs KMB
-8.5%
+297.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.8% | +1.3% |
| 7D | +10.6% | -2.7% | +13.3% | +9.8% |
| 30D | -4.5% | -5.0% | +0.5% | -5.8% |
| 3M | -10.3% | +6.6% | -16.8% | -8.9% |
| 6M | +40.9% | +1.0% | +39.9% | +41.7% |
| YTD | +56.1% | +6.0% | +50.1% | +59.4% |
| 1Y | +109.0% | -16.6% | +125.7% | +106.4% |
| 3Y | +288.8% | -8.6% | +297.5% | +282.2% |
| All | +288.8% | -8.5% | +297.4% | +282.2% |
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 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