+3,003.4%
SHOP vs KMB
+15.9%
+2,987.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.9% | -5.6% | -7.2% |
| 7D | -4.1% | -2.7% | -1.4% | -3.5% |
| 30D | -11.5% | -5.0% | -6.5% | -10.5% |
| 3M | +21.1% | +6.6% | +14.5% | +19.8% |
| 6M | +3.0% | +1.0% | +2.0% | +2.9% |
| YTD | -16.7% | +6.0% | -22.6% | -17.8% |
| 1Y | -8.3% | -16.6% | +8.3% | -4.8% |
| 3Y | +112.8% | -8.6% | +121.5% | +111.9% |
| 5Y | -9.3% | -10.9% | +1.6% | -10.2% |
| 10Y | +3,003.4% | +16.8% | +2,986.6% | +2,935.5% |
| All | +3,003.4% | +15.9% | +2,987.6% | +2,935.5% |
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 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