+16.8%
KMB vs TECH
+178.6%
-161.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.8% | -1.9% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | -5.0% | +0.1% | -5.2% | -5.0% |
| 3M | +6.6% | +37.5% | -30.9% | +3.2% |
| 6M | +1.0% | +34.6% | -33.6% | -2.5% |
| YTD | +6.0% | +23.5% | -17.5% | +3.0% |
| 1Y | -16.6% | +34.4% | -51.0% | -19.8% |
| 3Y | -8.6% | +2.3% | -10.9% | -11.0% |
| 5Y | -10.9% | -41.7% | +30.9% | -8.2% |
| 10Y | +16.8% | +177.6% | -160.8% | -10.2% |
| All | +16.8% | +178.6% | -161.8% | -10.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling