+127.4%
ADI vs KMB
+2.8%
+124.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +0.7% |
| 7D | -12.8% | +0.5% | -13.3% | -12.8% |
| 30D | -11.3% | +12.4% | -23.7% | -11.8% |
| 3M | -3.4% | +1.0% | -4.3% | -3.3% |
| 6M | -12.0% | +12.1% | -24.2% | -13.0% |
| YTD | +35.3% | +11.6% | +23.6% | +33.8% |
| 1Y | +58.1% | +13.1% | +45.0% | +56.1% |
| 3Y | +127.4% | +1.6% | +125.8% | +119.5% |
| All | +127.4% | +2.8% | +124.6% | +119.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling