+443.6%
STX vs KMB
-0.3%
+443.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.7% | -1.4% |
| 7D | -28.5% | +0.5% | -28.9% | -28.3% |
| 30D | -42.9% | +12.4% | -55.3% | -42.1% |
| 3M | -45.9% | +1.0% | -46.9% | -45.5% |
| 6M | -41.3% | +12.1% | -53.4% | -41.0% |
| YTD | +67.9% | +11.6% | +56.3% | +68.6% |
| 1Y | +66.5% | +13.1% | +53.4% | +66.9% |
| 3Y | +588.0% | +1.6% | +586.4% | +576.6% |
| All | +443.6% | -0.3% | +443.9% | +426.9% |
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