+293.0%
PCAR vs KMB
+41.7%
+251.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.4% | +2.7% |
| 7D | +2.9% | +3.4% | -0.5% | +1.9% |
| 30D | -2.1% | +14.7% | -16.8% | -6.2% |
| 3M | -20.4% | +3.3% | -23.6% | -21.3% |
| 6M | -7.0% | +16.8% | -23.8% | -11.8% |
| YTD | -2.6% | +15.2% | -17.9% | -7.5% |
| 1Y | +9.8% | +13.3% | -3.5% | +4.8% |
| 3Y | +37.3% | +5.4% | +31.8% | +32.7% |
| 5Y | +116.4% | +2.7% | +113.7% | +109.2% |
| 10Y | +293.0% | +38.7% | +254.3% | +257.7% |
| All | +293.0% | +41.7% | +251.2% | +257.7% |
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