+144.5%
ASX vs KMB
+8.6%
+136.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -4.7% |
| 7D | +22.1% | -3.0% | +25.1% | +20.3% |
| 30D | -23.8% | +9.1% | -32.8% | -20.7% |
| 3M | -7.6% | -0.4% | -7.2% | -6.4% |
| 6M | +6.9% | +13.0% | -6.0% | +9.6% |
| YTD | +127.7% | +10.3% | +117.3% | +143.0% |
| 1Y | +144.5% | +8.2% | +136.3% | +160.9% |
| All | +144.5% | +8.6% | +136.0% | +160.9% |
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 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