+37,071.2%
ADI vs KMB
+1,824.3%
+35,246.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.1% |
| 7D | +0.4% | -3.0% | +3.5% | +1.3% |
| 30D | -3.8% | -5.5% | +1.7% | -2.3% |
| 3M | -15.3% | +14.0% | -29.2% | -19.1% |
| 6M | +6.7% | +4.1% | +2.6% | +4.5% |
| YTD | +34.8% | +8.0% | +26.7% | +30.4% |
| 1Y | +49.0% | -13.7% | +62.8% | +53.5% |
| 3Y | +108.1% | -5.9% | +114.0% | +106.4% |
| 5Y | +142.4% | -8.6% | +151.0% | +140.2% |
| 10Y | +589.9% | +17.3% | +572.6% | +518.5% |
| All | +37,071.2% | +1,824.3% | +35,246.9% | +12,996.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling