+698.5%
STX vs KMB
+0.4%
+698.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.7% |
| 7D | +16.8% | -3.0% | +19.8% | +15.6% |
| 30D | -27.0% | +9.1% | -36.1% | -24.7% |
| 3M | -37.9% | -0.4% | -37.5% | -37.3% |
| 6M | -32.5% | +13.0% | -45.5% | -30.3% |
| YTD | +98.6% | +10.3% | +88.3% | +105.1% |
| 1Y | +93.6% | +8.2% | +85.4% | +99.9% |
| All | +698.5% | +0.4% | +698.1% | +684.2% |
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