+43.4%
XLK vs KMB
-14.3%
+57.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +0.2% |
| 7D | +0.9% | -4.2% | +5.0% | +0.1% |
| 30D | +0.7% | -6.6% | +7.3% | -0.5% |
| 3M | -2.9% | +12.6% | -15.6% | -1.1% |
| 6M | +34.3% | +2.9% | +31.4% | +35.1% |
| YTD | +30.4% | +6.8% | +23.6% | +32.4% |
| 1Y | +43.4% | -14.8% | +58.1% | +42.0% |
| All | +43.4% | -14.3% | +57.7% | +42.0% |
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