-0.9%
BA vs KMB
-8.4%
+7.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.0% |
| 7D | +1.2% | -3.0% | +4.2% | +1.5% |
| 30D | -11.6% | -5.5% | -6.2% | -11.0% |
| 3M | -2.4% | +14.0% | -16.4% | -3.9% |
| 6M | -6.6% | +4.1% | -10.7% | -7.3% |
| YTD | -2.2% | +8.0% | -10.3% | -3.2% |
| 1Y | -8.0% | -13.7% | +5.7% | -7.3% |
| 3Y | -5.0% | -5.9% | +1.0% | -6.7% |
| All | -0.9% | -8.4% | +7.4% | -3.8% |
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