-6.3%
SHOP vs KMB
+9.8%
-16.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.4% | +4.0% |
| 7D | -5.4% | +0.5% | -5.9% | -5.7% |
| 30D | -10.3% | +12.4% | -22.7% | -12.5% |
| 3M | +1.0% | +1.0% | 0.0% | 0.0% |
| 6M | +41.2% | +12.1% | +29.1% | +44.9% |
| YTD | -7.5% | +11.6% | -19.1% | -2.1% |
| All | -6.3% | +9.8% | -16.1% | -1.2% |
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 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