+636.4%
ADI vs KMB
+12.7%
+623.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +1.5% |
| 7D | +2.6% | -8.6% | +11.2% | +4.7% |
| 30D | -4.6% | -7.5% | +2.9% | -3.0% |
| 3M | -9.5% | -0.6% | -8.9% | -9.9% |
| 6M | +14.8% | -1.5% | +16.4% | +14.4% |
| YTD | +35.8% | +1.6% | +34.2% | +34.0% |
| 1Y | +48.9% | -20.8% | +69.7% | +56.4% |
| 3Y | +115.6% | -12.4% | +128.0% | +117.5% |
| 5Y | +135.1% | -12.9% | +148.0% | +135.1% |
| 10Y | +636.4% | +14.7% | +621.7% | +576.1% |
| All | +636.4% | +12.7% | +623.8% | +576.1% |
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