+146.5%
ASX vs KMB
+11.9%
+134.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.1% | -8.1% | -2.1% |
| 7D | -14.6% | +0.4% | -15.0% | -14.4% |
| 30D | -21.1% | +14.0% | -35.1% | -16.7% |
| 3M | -3.1% | -1.3% | -1.8% | -1.9% |
| 6M | +17.4% | +16.7% | +0.7% | +20.5% |
| YTD | +135.3% | +12.0% | +123.3% | +152.4% |
| 1Y | +146.5% | +13.6% | +132.9% | +166.4% |
| All | +146.5% | +11.9% | +134.6% | +166.4% |
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