-14.8%
KMB vs TECH
+36.9%
-51.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.8% |
| 7D | -4.2% | +0.1% | -4.3% | -4.2% |
| 30D | -6.6% | +0.7% | -7.3% | -6.6% |
| 3M | +12.6% | +36.3% | -23.7% | +10.7% |
| 6M | +2.9% | +25.6% | -22.7% | +0.9% |
| YTD | +6.8% | +23.7% | -16.9% | +4.3% |
| 1Y | -14.8% | +37.6% | -52.4% | -18.3% |
| All | -14.8% | +36.9% | -51.7% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling