-2.7%
KMB vs QID
-77.9%
+75.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.1% | -1.5% |
| 7D | -3.0% | -11.8% | +8.8% | -3.2% |
| 30D | +9.1% | +14.2% | -5.2% | +9.4% |
| 3M | -0.4% | +8.8% | -9.2% | -0.2% |
| 6M | +13.0% | +1.5% | +11.5% | +13.0% |
| YTD | +10.3% | -23.8% | +34.1% | +9.1% |
| 1Y | +8.2% | -22.0% | +30.2% | +7.1% |
| 3Y | +0.4% | -71.9% | +72.3% | -6.2% |
| 5Y | -2.7% | -77.6% | +74.9% | -14.6% |
| All | -2.7% | -77.9% | +75.2% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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