+325.3%
ASX vs KMB
+2.8%
+322.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.3% | +6.0% |
| 7D | -19.9% | +0.5% | -20.4% | -19.7% |
| 30D | -30.9% | +12.4% | -43.3% | -29.1% |
| 3M | -15.1% | +1.0% | -16.1% | -14.2% |
| 6M | -6.5% | +12.1% | -18.6% | -4.6% |
| YTD | +98.4% | +11.6% | +86.8% | +102.6% |
| 1Y | +107.9% | +13.1% | +94.8% | +112.5% |
| 3Y | +325.3% | +1.6% | +323.7% | +312.6% |
| All | +325.3% | +2.8% | +322.5% | +312.6% |
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