+11.1%
KMB vs TECH
+26.2%
-15.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +10.2% | +0.3% | +9.9% | +10.2% |
| 3M | +1.5% | +1.0% | +0.5% | +1.4% |
| 6M | +16.6% | +54.0% | -37.3% | +14.7% |
| YTD | +12.1% | +24.3% | -12.3% | +10.1% |
| 1Y | +11.1% | +23.7% | -12.6% | +9.2% |
| All | +11.1% | +26.2% | -15.2% | +9.2% |
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 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