+476.2%
STX vs KMB
-0.7%
+476.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -2.8% |
| 7D | +14.6% | +0.9% | +13.7% | +14.7% |
| 30D | -26.0% | +10.1% | -36.0% | -25.0% |
| 3M | -42.6% | 0.0% | -42.7% | -42.2% |
| 6M | -35.3% | +15.7% | -51.0% | -35.0% |
| YTD | +92.5% | +12.6% | +79.8% | +93.4% |
| 1Y | +102.4% | +10.1% | +92.3% | +103.9% |
| 3Y | +673.8% | +2.1% | +671.7% | +661.7% |
| All | +476.2% | -0.7% | +476.8% | +454.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling