+2,793.8%
ASX vs KMB
+402.7%
+2,391.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.5% | -22.3% | -21.3% |
| 7D | -33.3% | +0.4% | -33.7% | -33.5% |
| 30D | -36.5% | +14.1% | -50.6% | -39.7% |
| 3M | -19.2% | -0.5% | -18.7% | -19.8% |
| 6M | -10.2% | +16.6% | -26.8% | -16.9% |
| YTD | +86.5% | +13.7% | +72.7% | +73.9% |
| 1Y | +89.6% | +16.1% | +73.6% | +75.3% |
| 3Y | +298.6% | +4.7% | +293.9% | +270.0% |
| 5Y | +414.3% | +1.5% | +412.7% | +374.1% |
| 10Y | +711.1% | +40.5% | +670.6% | +511.4% |
| All | +2,793.8% | +402.7% | +2,391.1% | +977.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling