+556.6%
SNPS vs KMB
+15.9%
+540.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | 0.0% |
| 7D | -5.5% | -2.7% | -2.8% | -4.9% |
| 30D | -5.8% | -5.0% | -0.7% | -4.7% |
| 3M | -17.2% | +6.6% | -23.8% | -18.7% |
| 6M | -10.4% | +1.0% | -11.3% | -11.0% |
| YTD | -16.5% | +6.0% | -22.5% | -18.3% |
| 1Y | -35.6% | -16.6% | -19.0% | -32.8% |
| 3Y | -14.6% | -8.6% | -6.0% | -14.9% |
| 5Y | +16.5% | -10.9% | +27.3% | +15.7% |
| 10Y | +556.6% | +16.8% | +539.7% | +506.2% |
| All | +556.6% | +15.9% | +540.7% | +506.2% |
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