+96.2%
SMH vs KMB
-14.3%
+110.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.8% | +5.4% | +1.9% |
| 7D | +2.5% | -4.2% | +6.7% | +1.4% |
| 30D | -0.5% | -6.6% | +6.1% | -2.1% |
| 3M | -9.6% | +12.6% | -22.3% | -7.8% |
| 6M | +42.1% | +2.9% | +39.2% | +42.9% |
| YTD | +57.4% | +6.8% | +50.7% | +60.6% |
| 1Y | +96.2% | -14.8% | +111.0% | +96.8% |
| All | +96.2% | -14.3% | +110.5% | +96.8% |
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