+8,434.7%
SHOP vs KMB
+39.4%
+8,395.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | -5.1% | -3.0% | -2.1% | -4.4% |
| 30D | +0.6% | -5.5% | +6.1% | +2.0% |
| 3M | +25.0% | +14.0% | +11.1% | +21.4% |
| 6M | +11.9% | +4.1% | +7.8% | +10.8% |
| YTD | -9.9% | +8.0% | -17.9% | -11.9% |
| 1Y | 0.0% | -13.7% | +13.7% | +3.2% |
| 3Y | +117.5% | -5.9% | +123.4% | +114.5% |
| 5Y | -6.6% | -8.6% | +2.0% | -8.3% |
| 10Y | +3,320.3% | +17.3% | +3,303.0% | +3,051.9% |
| All | +8,434.7% | +39.4% | +8,395.3% | +6,972.4% |
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