+79.3%
ADI vs KMB
+11.9%
+67.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.1% | -7.4% | -2.6% |
| 7D | -5.1% | +0.4% | -5.5% | -5.0% |
| 30D | -3.1% | +14.0% | -17.1% | -1.6% |
| 3M | +7.1% | -1.3% | +8.5% | +7.5% |
| 6M | +2.9% | +16.7% | -13.8% | +3.0% |
| YTD | +51.1% | +12.0% | +39.1% | +55.7% |
| 1Y | +79.3% | +13.6% | +65.7% | +86.1% |
| All | +79.3% | +11.9% | +67.4% | +86.1% |
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 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