+432.3%
ASX vs KMB
-8.4%
+440.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.1% |
| 7D | -0.7% | -3.0% | +2.3% | -0.9% |
| 30D | +2.0% | -5.5% | +7.5% | +1.7% |
| 3M | -1.3% | +14.0% | -15.3% | -1.6% |
| 6M | +71.4% | +4.1% | +67.4% | +71.3% |
| YTD | +135.3% | +8.0% | +127.3% | +135.5% |
| 1Y | +267.5% | -13.7% | +281.2% | +268.6% |
| 3Y | +388.5% | -5.9% | +394.4% | +382.7% |
| All | +432.3% | -8.4% | +440.7% | +381.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling