+6,242.0%
TGT vs KMB
+1,824.3%
+4,417.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.9% |
| 7D | +0.8% | -3.0% | +3.8% | +1.9% |
| 30D | +12.2% | -5.5% | +17.7% | +14.6% |
| 3M | +33.8% | +14.0% | +19.8% | +26.9% |
| 6M | +39.3% | +4.1% | +35.2% | +36.7% |
| YTD | +72.9% | +8.0% | +64.8% | +66.7% |
| 1Y | +84.6% | -13.7% | +98.3% | +92.9% |
| 3Y | +46.2% | -5.9% | +52.2% | +46.0% |
| 5Y | -21.3% | -8.6% | -12.7% | -20.9% |
| 10Y | +213.5% | +17.3% | +196.3% | +178.9% |
| All | +6,242.0% | +1,824.3% | +4,417.7% | +1,832.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling