+1,844.7%
KMB vs TECH
+101,542.6%
-99,697.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 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% | +8.2% |
| YTD | +11.6% | +24.3% | -12.7% | +9.0% |
| 1Y | +13.1% | +25.8% | -12.7% | +10.3% |
| 3Y | +1.6% | +26.0% | -24.4% | -2.2% |
| 5Y | -0.3% | -40.1% | +39.8% | +0.9% |
| 10Y | +37.9% | +210.6% | -172.7% | +20.9% |
| All | +1,844.7% | +101,542.6% | -99,697.9% | +1,131.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling