+31.8%
PCAR vs KMB
+2.8%
+29.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -1.9% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | -4.6% | +12.4% | -17.0% | -7.4% |
| 3M | -22.6% | +1.0% | -23.6% | -22.9% |
| 6M | -12.0% | +12.1% | -24.1% | -14.8% |
| YTD | -6.1% | +11.6% | -17.7% | -9.2% |
| 1Y | +6.3% | +13.1% | -6.8% | +2.4% |
| 3Y | +31.8% | +1.6% | +30.2% | +33.2% |
| All | +31.8% | +2.8% | +29.0% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling