+1,245.5%
WDC vs KMB
+15.9%
+1,229.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.1% | +2.4% |
| 7D | +6.0% | -2.7% | +8.7% | +6.4% |
| 30D | +9.9% | -5.0% | +15.0% | +10.7% |
| 3M | -9.4% | +6.6% | -16.0% | -11.3% |
| 6M | +94.7% | +1.0% | +93.8% | +92.5% |
| YTD | +177.4% | +6.0% | +171.4% | +170.8% |
| 1Y | +412.6% | -16.6% | +429.2% | +428.2% |
| 3Y | +1,359.8% | -8.6% | +1,368.4% | +1,329.0% |
| 5Y | +992.6% | -10.9% | +1,003.4% | +964.9% |
| 10Y | +1,245.5% | +16.8% | +1,228.7% | +1,031.5% |
| All | +1,245.5% | +15.9% | +1,229.6% | +1,031.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling