+421.5%
WMT vs KMB
+15.3%
+406.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +1.2% |
| 7D | -0.2% | -8.6% | +8.4% | +2.7% |
| 30D | -5.8% | -7.5% | +1.7% | -3.4% |
| 3M | -10.8% | -0.6% | -10.1% | -10.8% |
| 6M | -14.3% | -1.5% | -12.8% | -14.3% |
| YTD | -4.4% | +1.6% | -6.0% | -5.6% |
| 1Y | +4.3% | -20.8% | +25.1% | +11.7% |
| 3Y | +100.1% | -12.4% | +112.5% | +103.7% |
| 5Y | +130.8% | -12.9% | +143.8% | +133.6% |
| All | +421.5% | +15.3% | +406.3% | +367.1% |
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