0.0%
SHOP vs KMB
-13.3%
+13.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.5% |
| 7D | -5.1% | -3.0% | -2.1% | -5.0% |
| 30D | +0.6% | -5.5% | +6.1% | +0.6% |
| 3M | +25.0% | +14.0% | +11.1% | +29.2% |
| 6M | +11.9% | +4.1% | +7.8% | +13.4% |
| YTD | -9.9% | +8.0% | -17.9% | -7.4% |
| 1Y | 0.0% | -13.7% | +13.7% | +4.1% |
| All | 0.0% | -13.3% | +13.3% | +4.1% |
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