+2,071.0%
STX vs KMB
+41.7%
+2,029.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.2% | +6.6% | +9.4% |
| 7D | -14.8% | +3.4% | -18.2% | -15.2% |
| 30D | -35.4% | +14.7% | -50.1% | -36.7% |
| 3M | -37.7% | +3.3% | -41.0% | -38.1% |
| 6M | -35.2% | +16.8% | -52.0% | -37.7% |
| YTD | +84.4% | +15.2% | +69.2% | +77.2% |
| 1Y | +82.3% | +13.3% | +69.0% | +75.8% |
| 3Y | +646.2% | +5.4% | +640.8% | +612.9% |
| 5Y | +487.4% | +2.7% | +484.7% | +458.7% |
| 10Y | +2,071.0% | +38.7% | +2,032.4% | +1,860.3% |
| All | +2,071.0% | +41.7% | +2,029.3% | +1,860.3% |
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