+2,575.4%
SOXX vs KMB
+352.8%
+2,222.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +2.3% |
| 7D | +6.1% | -8.6% | +14.7% | +9.9% |
| 30D | +0.5% | -7.5% | +8.0% | +3.5% |
| 3M | -5.3% | -0.6% | -4.7% | -6.3% |
| 6M | +58.3% | -1.5% | +59.9% | +56.4% |
| YTD | +76.8% | +1.6% | +75.2% | +71.6% |
| 1Y | +114.6% | -20.8% | +135.4% | +130.0% |
| 3Y | +229.6% | -12.4% | +242.0% | +226.6% |
| 5Y | +257.3% | -12.9% | +270.3% | +247.8% |
| 10Y | +1,583.2% | +14.7% | +1,568.5% | +1,233.7% |
| All | +2,575.4% | +352.8% | +2,222.6% | +826.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling