+299.6%
ASX vs KMB
+4.7%
+294.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.5% | -22.3% | -20.4% |
| 7D | -33.3% | +0.4% | -33.7% | -33.1% |
| 30D | -36.5% | +14.1% | -50.6% | -34.6% |
| 3M | -19.2% | -0.5% | -18.7% | -18.4% |
| 6M | -10.2% | +16.6% | -26.8% | -8.1% |
| YTD | +86.5% | +13.7% | +72.7% | +91.2% |
| 1Y | +89.6% | +16.1% | +73.6% | +94.8% |
| All | +299.6% | +4.7% | +294.9% | +289.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling