+6,149.1%
TGT vs KMB
+1,865.2%
+4,284.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.5% |
| 7D | +2.6% | -3.0% | +5.5% | +3.8% |
| 30D | +6.6% | +9.1% | -2.4% | +3.1% |
| 3M | +5.2% | -0.4% | +5.6% | +5.3% |
| 6M | +35.3% | +13.0% | +22.3% | +28.7% |
| YTD | +70.3% | +10.3% | +60.0% | +62.8% |
| 1Y | +81.2% | +8.2% | +72.9% | +74.5% |
| 3Y | +66.9% | +0.4% | +66.6% | +62.6% |
| 5Y | -27.2% | -2.7% | -24.5% | -28.4% |
| 10Y | +206.6% | +35.7% | +170.9% | +158.1% |
| All | +6,149.1% | +1,865.2% | +4,284.0% | +1,787.5% |
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