+1,782.5%
KMB vs TECH
+101,053.8%
-99,271.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.0% | +0.1% | -3.2% | -3.0% |
| 30D | -5.5% | +0.7% | -6.2% | -5.5% |
| 3M | +14.0% | +36.3% | -22.4% | +11.1% |
| 6M | +4.1% | +25.6% | -21.5% | +1.7% |
| YTD | +8.0% | +23.7% | -15.6% | +5.6% |
| 1Y | -13.7% | +37.6% | -51.4% | -16.6% |
| 3Y | -5.9% | -6.6% | +0.6% | -7.3% |
| 5Y | -8.6% | -42.2% | +33.6% | -7.3% |
| 10Y | +17.3% | +187.6% | -170.3% | +3.4% |
| All | +1,782.5% | +101,053.8% | -99,271.3% | +1,092.8% |
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