+286.7%
SMH vs KMB
-8.5%
+295.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.1% | +0.8% |
| 7D | +5.2% | -2.7% | +8.0% | +4.6% |
| 30D | -1.5% | -5.0% | +3.5% | -2.6% |
| 3M | -4.1% | +6.6% | -10.6% | -2.9% |
| 6M | +50.8% | +1.0% | +49.8% | +51.4% |
| YTD | +59.3% | +6.0% | +53.4% | +61.8% |
| 1Y | +94.1% | -16.6% | +110.7% | +90.5% |
| 3Y | +286.7% | -8.6% | +295.4% | +278.8% |
| All | +286.7% | -8.5% | +295.3% | +278.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling