-1.3%
KMB vs DLTR
+28.6%
-29.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.9% |
| 7D | +0.1% | -2.8% | +2.9% | +0.3% |
| 30D | +10.2% | +21.5% | -11.3% | +8.2% |
| 3M | +1.5% | +11.6% | -10.1% | +0.3% |
| 6M | +16.6% | +58.7% | -42.1% | +11.9% |
| YTD | +12.1% | +16.2% | -4.1% | +9.9% |
| 1Y | +11.1% | +34.8% | -23.8% | +7.7% |
| 3Y | +1.9% | +25.3% | -23.3% | -1.1% |
| 5Y | -1.3% | +25.8% | -27.1% | -4.5% |
| All | -1.3% | +28.6% | -29.8% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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