+125.7%
ASX vs KMB
+13.3%
+112.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.2% | +5.4% | +10.1% |
| 7D | -12.3% | +3.4% | -15.7% | -10.7% |
| 30D | -26.0% | +14.7% | -40.7% | -21.4% |
| 3M | -8.1% | +3.3% | -11.4% | -5.2% |
| 6M | +1.4% | +16.8% | -15.4% | +6.4% |
| YTD | +115.6% | +15.2% | +100.3% | +134.3% |
| All | +125.7% | +13.3% | +112.3% | +145.3% |
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