+1,007.5%
ASX vs KMB
+38.7%
+968.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.7% | +8.3% | +6.8% |
| 7D | +0.8% | +0.1% | +0.8% | +0.8% |
| 30D | -20.4% | +10.2% | -30.6% | -21.5% |
| 3M | -2.1% | +1.5% | -3.6% | -2.5% |
| 6M | +8.2% | +16.6% | -8.4% | +4.6% |
| YTD | +137.3% | +12.1% | +125.2% | +131.0% |
| 1Y | +155.0% | +11.1% | +143.9% | +148.6% |
| 3Y | +397.9% | +1.9% | +396.0% | +381.4% |
| 5Y | +529.2% | -1.3% | +530.5% | +505.8% |
| 10Y | +1,007.5% | +37.8% | +969.7% | +832.6% |
| All | +1,007.5% | +38.7% | +968.8% | +832.6% |
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