+842.6%
ASX vs KMB
+41.7%
+800.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.2% | +5.4% | +8.3% |
| 7D | -12.3% | +3.4% | -15.7% | -12.6% |
| 30D | -26.0% | +14.7% | -40.7% | -27.3% |
| 3M | -8.1% | +3.3% | -11.4% | -8.6% |
| 6M | +1.4% | +16.8% | -15.4% | -1.8% |
| YTD | +115.6% | +15.2% | +100.3% | +109.4% |
| 1Y | +128.0% | +13.3% | +114.7% | +122.1% |
| 3Y | +371.4% | +5.4% | +366.0% | +353.9% |
| 5Y | +469.4% | +2.7% | +466.7% | +444.7% |
| 10Y | +842.6% | +38.7% | +804.0% | +707.9% |
| All | +842.6% | +41.7% | +800.9% | +707.9% |
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 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