-4.6%
BA vs KMB
-5.5%
+0.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.9% |
| 7D | +1.2% | -3.0% | +4.2% | +1.3% |
| 30D | -11.6% | -5.5% | -6.2% | -11.4% |
| 3M | -2.4% | +14.0% | -16.4% | -2.8% |
| 6M | -6.6% | +4.1% | -10.7% | -7.1% |
| YTD | -2.2% | +8.0% | -10.3% | -2.5% |
| 1Y | -8.0% | -13.7% | +5.7% | -9.3% |
| All | -4.6% | -5.5% | +0.9% | -5.9% |
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 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