+123.8%
STX vs KMB
+11.9%
+111.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.1% | -12.3% | -4.9% |
| 7D | -20.2% | +0.4% | -20.5% | -19.6% |
| 30D | -37.2% | +14.0% | -51.2% | -29.9% |
| 3M | -34.1% | -1.3% | -32.7% | -33.4% |
| 6M | -24.5% | +16.7% | -41.1% | -16.0% |
| YTD | +102.9% | +12.0% | +91.0% | +138.8% |
| 1Y | +123.8% | +13.6% | +110.2% | +162.4% |
| All | +123.8% | +11.9% | +111.9% | +162.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling