+417.4%
WDC vs KMB
-14.3%
+431.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.8% | +8.6% | +4.3% |
| 7D | +1.7% | -4.2% | +5.9% | -0.5% |
| 30D | -10.0% | -6.6% | -3.4% | -13.2% |
| 3M | -18.8% | +12.6% | -31.4% | -14.1% |
| 6M | +79.0% | +2.9% | +76.2% | +81.7% |
| YTD | +171.6% | +6.8% | +164.8% | +185.1% |
| 1Y | +417.4% | -14.8% | +432.1% | +412.3% |
| All | +417.4% | -14.3% | +431.7% | +412.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling