+151.8%
ACN vs KMB
+36.1%
+115.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | +0.1% | -0.9% |
| 7D | -5.7% | -3.0% | -2.8% | -4.7% |
| 30D | +17.0% | +9.1% | +8.0% | +13.5% |
| 3M | +39.9% | -0.4% | +40.3% | +40.0% |
| 6M | +50.2% | +13.0% | +37.2% | +43.8% |
| YTD | -4.2% | +10.3% | -14.5% | -8.0% |
| 1Y | +4.3% | +8.2% | -3.9% | +0.8% |
| 3Y | -17.1% | +0.4% | -17.5% | -19.7% |
| 5Y | -26.5% | -2.7% | -23.8% | -28.5% |
| All | +151.8% | +36.1% | +115.7% | +115.5% |
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