+1,537.1%
SOXX vs KMB
+14.6%
+1,522.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | +1.4% | -6.5% | +7.9% | +2.5% |
| 30D | -3.6% | -8.8% | +5.2% | -2.1% |
| 3M | -10.2% | -2.2% | -8.0% | -10.4% |
| 6M | +54.2% | +0.7% | +53.6% | +52.5% |
| YTD | +75.2% | +1.0% | +74.2% | +72.7% |
| 1Y | +107.5% | -20.3% | +127.8% | +115.6% |
| 3Y | +226.8% | -13.3% | +240.0% | +225.0% |
| 5Y | +251.2% | -12.9% | +264.2% | +244.1% |
| All | +1,537.1% | +14.6% | +1,522.5% | +1,344.7% |
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