+14.7%
KMB vs SPXS
-99.5%
+114.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.4% | -5.6% | -3.9% |
| 7D | -8.6% | +1.2% | -9.9% | -8.4% |
| 30D | -7.5% | +5.2% | -12.7% | -6.9% |
| 3M | -0.6% | -9.2% | +8.5% | -1.6% |
| 6M | -1.5% | -29.6% | +28.0% | -5.4% |
| YTD | +1.6% | -27.6% | +29.2% | -1.9% |
| 1Y | -20.8% | -36.7% | +16.0% | -24.7% |
| 3Y | -12.4% | -79.8% | +67.4% | -27.1% |
| 5Y | -12.9% | -85.9% | +72.9% | -27.5% |
| 10Y | +14.7% | -99.5% | +114.3% | -41.1% |
| All | +14.7% | -99.5% | +114.2% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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