+38.7%
KMB vs TECH
+204.1%
-165.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.2% | +3.2% |
| 7D | +3.4% | +0.2% | +3.2% | +3.4% |
| 30D | +14.7% | +0.5% | +14.2% | +14.6% |
| 3M | +3.3% | +0.9% | +2.4% | +3.2% |
| 6M | +16.8% | +51.0% | -34.2% | +12.1% |
| YTD | +15.2% | +24.4% | -9.2% | +12.0% |
| 1Y | +13.3% | +27.6% | -14.3% | +9.7% |
| 3Y | +5.4% | +29.9% | -24.5% | -0.2% |
| 5Y | +2.7% | -40.6% | +43.4% | +5.6% |
| 10Y | +38.7% | +196.7% | -158.1% | +7.0% |
| All | +38.7% | +204.1% | -165.5% | +7.0% |
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