+1,019.5%
STX vs KMB
-8.4%
+1,027.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.6% | +7.9% | +6.2% |
| 7D | +2.4% | -3.0% | +5.4% | +2.1% |
| 30D | +1.4% | -5.5% | +6.9% | +1.0% |
| 3M | -8.2% | +14.0% | -22.2% | -8.8% |
| 6M | +127.0% | +4.1% | +122.9% | +126.5% |
| YTD | +209.1% | +8.0% | +201.1% | +208.2% |
| 1Y | +365.4% | -13.7% | +379.2% | +375.8% |
| 3Y | +1,135.4% | -5.9% | +1,141.3% | +1,124.5% |
| All | +1,019.5% | -8.4% | +1,027.9% | +935.1% |
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