+1,008.4%
ASX vs KMB
+36.1%
+972.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.9% |
| 7D | +22.1% | -3.0% | +25.1% | +22.5% |
| 30D | -23.8% | +9.1% | -32.8% | -24.8% |
| 3M | -7.6% | -0.4% | -7.2% | -7.8% |
| 6M | +6.9% | +13.0% | -6.0% | +3.9% |
| YTD | +127.7% | +10.3% | +117.3% | +122.0% |
| 1Y | +144.5% | +8.2% | +136.3% | +139.3% |
| 3Y | +377.8% | +0.4% | +377.4% | +362.6% |
| 5Y | +498.2% | -2.7% | +500.9% | +476.7% |
| All | +1,008.4% | +36.1% | +972.3% | +836.7% |
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