+8,659.4%
SHOP vs KMB
+44.1%
+8,615.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.4% | +4.1% |
| 7D | -5.4% | +0.5% | -5.9% | -5.5% |
| 30D | -10.3% | +12.4% | -22.7% | -13.0% |
| 3M | +1.0% | +1.0% | 0.0% | +0.7% |
| 6M | +41.2% | +12.1% | +29.1% | +37.5% |
| YTD | -7.5% | +11.6% | -19.1% | -10.3% |
| 1Y | -4.6% | +13.1% | -17.7% | -7.9% |
| 3Y | +146.4% | +1.6% | +144.8% | +137.4% |
| 5Y | -2.5% | -0.3% | -2.2% | -6.7% |
| 10Y | +3,703.6% | +37.9% | +3,665.6% | +3,102.6% |
| All | +8,659.4% | +44.1% | +8,615.4% | +7,097.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling