+588.0%
STX vs KMB
+2.8%
+585.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.7% | -1.8% |
| 7D | -28.5% | +0.5% | -28.9% | -28.1% |
| 30D | -42.9% | +12.4% | -55.3% | -40.5% |
| 3M | -45.9% | +1.0% | -46.9% | -45.1% |
| 6M | -41.3% | +12.1% | -53.4% | -39.2% |
| YTD | +67.9% | +11.6% | +56.3% | +74.2% |
| 1Y | +66.5% | +13.1% | +53.4% | +72.8% |
| 3Y | +588.0% | +1.6% | +586.4% | +574.8% |
| All | +588.0% | +2.8% | +585.2% | +574.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling