+9,012.0%
WMT vs KMB
+1,824.3%
+7,187.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.6% |
| 7D | +3.9% | -3.0% | +7.0% | +5.0% |
| 30D | -4.4% | -5.5% | +1.1% | -2.5% |
| 3M | -8.8% | +14.0% | -22.8% | -13.2% |
| 6M | -15.6% | +4.1% | -19.7% | -17.2% |
| YTD | -3.2% | +8.0% | -11.3% | -6.5% |
| 1Y | +7.0% | -13.7% | +20.8% | +11.3% |
| 3Y | +105.3% | -5.9% | +111.2% | +104.6% |
| 5Y | +129.3% | -8.6% | +137.9% | +129.0% |
| 10Y | +423.9% | +17.3% | +406.6% | +366.9% |
| All | +9,012.0% | +1,824.3% | +7,187.7% | +2,220.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling