+87.7%
WDC vs KMB
+8.6%
+79.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -1.6% |
| 7D | +16.3% | -3.0% | +19.2% | +14.0% |
| 30D | -18.3% | +9.1% | -27.3% | -13.3% |
| 3M | -31.4% | -0.4% | -31.0% | -30.7% |
| 6M | -36.3% | +13.0% | -49.3% | -31.6% |
| YTD | +80.8% | +10.3% | +70.5% | +105.6% |
| 1Y | +87.7% | +8.2% | +79.5% | +110.8% |
| All | +87.7% | +8.6% | +79.1% | +110.8% |
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