+287.1%
PCAR vs KMB
+39.0%
+248.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | -0.3% |
| 7D | +4.9% | +0.9% | +4.0% | +4.6% |
| 30D | -1.4% | +10.1% | -11.5% | -4.4% |
| 3M | -18.1% | 0.0% | -18.2% | -18.3% |
| 6M | -4.0% | +15.7% | -19.7% | -8.8% |
| YTD | -1.5% | +12.6% | -14.1% | -5.8% |
| 1Y | +13.2% | +10.1% | +3.1% | +9.0% |
| 3Y | +35.8% | +2.1% | +33.6% | +32.5% |
| 5Y | +114.6% | -0.7% | +115.3% | +109.5% |
| All | +287.1% | +39.0% | +248.1% | +245.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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