+1.6%
KMB vs TECH
+25.9%
-24.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | +12.4% | +0.3% | +12.0% | +12.4% |
| 3M | +1.0% | +1.3% | -0.4% | +0.9% |
| 6M | +12.1% | +54.0% | -41.8% | +9.4% |
| YTD | +11.6% | +24.3% | -12.7% | +9.7% |
| 1Y | +13.1% | +25.8% | -12.7% | +11.0% |
| 3Y | +1.6% | +26.0% | -24.4% | -0.9% |
| All | +1.6% | +25.9% | -24.3% | -0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling