+58.0%
TXN vs KMB
-9.5%
+67.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.5% |
| 7D | +2.2% | -2.7% | +4.9% | +2.6% |
| 30D | -9.5% | -5.0% | -4.5% | -8.9% |
| 3M | -10.5% | +6.6% | -17.1% | -11.9% |
| 6M | +35.4% | +1.0% | +34.4% | +34.5% |
| YTD | +51.8% | +6.0% | +45.8% | +49.4% |
| 1Y | +42.9% | -16.6% | +59.6% | +47.5% |
| 3Y | +71.3% | -8.6% | +80.0% | +72.5% |
| 5Y | +58.0% | -10.9% | +68.9% | +55.1% |
| All | +58.0% | -9.5% | +67.6% | +55.1% |
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