+653.4%
WDC vs KMB
+41.7%
+611.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.2% | +6.6% | +9.4% |
| 7D | -14.4% | +3.4% | -17.8% | -14.8% |
| 30D | -27.1% | +14.7% | -41.8% | -28.6% |
| 3M | -33.3% | +3.3% | -36.5% | -33.7% |
| 6M | -39.6% | +16.8% | -56.4% | -41.9% |
| YTD | +68.4% | +15.2% | +53.2% | +62.1% |
| 1Y | +78.2% | +13.3% | +64.9% | +72.1% |
| 3Y | +772.0% | +5.4% | +766.6% | +724.1% |
| 5Y | +584.9% | +2.7% | +582.2% | +543.7% |
| 10Y | +653.4% | +38.7% | +614.8% | +491.6% |
| All | +653.4% | +41.7% | +611.7% | +491.6% |
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