+141.2%
ADI vs KMB
-9.5%
+150.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.5% |
| 7D | +2.4% | -2.7% | +5.2% | +2.8% |
| 30D | -6.6% | -5.0% | -1.5% | -6.0% |
| 3M | -9.8% | +6.6% | -16.4% | -11.0% |
| 6M | +15.7% | +1.0% | +14.7% | +15.0% |
| YTD | +35.1% | +6.0% | +29.2% | +33.3% |
| 1Y | +47.7% | -16.6% | +64.3% | +51.8% |
| 3Y | +114.5% | -8.6% | +123.1% | +114.4% |
| 5Y | +141.2% | -10.9% | +152.1% | +128.9% |
| All | +141.2% | -9.5% | +150.8% | +128.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling