+1,817.6%
SMH vs KMB
+14.6%
+1,803.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +0.3% | -6.5% | +6.8% | +1.3% |
| 30D | -2.8% | -8.8% | +6.0% | -1.4% |
| 3M | -6.7% | -2.2% | -4.5% | -6.9% |
| 6M | +41.8% | +0.7% | +41.1% | +40.5% |
| YTD | +57.9% | +1.0% | +56.8% | +56.0% |
| 1Y | +87.6% | -20.3% | +108.0% | +94.5% |
| 3Y | +282.9% | -13.3% | +296.2% | +280.4% |
| 5Y | +330.4% | -12.9% | +343.4% | +321.5% |
| All | +1,817.6% | +14.6% | +1,803.0% | +1,600.2% |
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 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