-4.9%
SHOP vs KMB
+11.9%
-16.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.1% | +3.2% | +6.4% |
| 7D | -9.0% | +0.4% | -9.4% | -9.1% |
| 30D | -4.4% | +14.0% | -18.4% | -6.6% |
| 3M | +24.1% | -1.3% | +25.4% | +22.8% |
| 6M | +20.0% | +16.7% | +3.3% | +25.8% |
| YTD | -4.9% | +12.0% | -16.9% | +0.7% |
| 1Y | -4.9% | +13.6% | -18.5% | +2.5% |
| All | -4.9% | +11.9% | -16.8% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling