+155.0%
ASX vs KMB
+10.7%
+144.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.7% | +8.3% | +5.8% |
| 7D | +0.8% | +0.1% | +0.8% | +1.0% |
| 30D | -20.4% | +10.2% | -30.6% | -16.8% |
| 3M | -2.1% | +1.5% | -3.6% | 0.0% |
| 6M | +8.2% | +16.6% | -8.4% | +11.1% |
| YTD | +137.3% | +12.1% | +125.2% | +155.0% |
| 1Y | +155.0% | +11.1% | +143.9% | +174.1% |
| All | +155.0% | +10.7% | +144.3% | +174.1% |
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