+861.6%
ASX vs KMB
+17.3%
+844.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.4% |
| 7D | -0.7% | -3.0% | +2.3% | -0.3% |
| 30D | +2.0% | -5.5% | +7.5% | +2.7% |
| 3M | -1.3% | +14.0% | -15.3% | -4.3% |
| 6M | +71.4% | +4.1% | +67.4% | +69.2% |
| YTD | +135.3% | +8.0% | +127.3% | +130.7% |
| 1Y | +267.5% | -13.7% | +281.2% | +274.4% |
| 3Y | +388.5% | -5.9% | +394.4% | +380.5% |
| 5Y | +417.1% | -8.6% | +425.7% | +406.8% |
| All | +861.6% | +17.3% | +844.3% | +790.2% |
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