+532.1%
WMT vs KMB
+38.2%
+493.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.7% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | +11.1% | +10.2% | +0.9% | +7.4% |
| 3M | +11.2% | +1.5% | +9.8% | +10.5% |
| 6M | -1.3% | +16.6% | -17.9% | -6.8% |
| YTD | +13.5% | +12.1% | +1.5% | +8.3% |
| 1Y | +22.5% | +11.1% | +11.4% | +17.3% |
| 3Y | +134.1% | +1.9% | +132.2% | +125.7% |
| 5Y | +170.3% | -1.3% | +171.5% | +161.5% |
| All | +532.1% | +38.2% | +493.8% | +420.4% |
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