+1,462.0%
BA vs KMB
+1,925.1%
-463.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.1% | -3.1% |
| 7D | -0.1% | +0.4% | -0.5% | -0.3% |
| 30D | -9.1% | +14.1% | -23.3% | -13.5% |
| 3M | -28.2% | -0.5% | -27.7% | -28.3% |
| 6M | -23.1% | +16.6% | -39.7% | -27.8% |
| YTD | -20.6% | +13.7% | -34.3% | -24.8% |
| 1Y | -12.7% | +16.1% | -28.8% | -18.1% |
| 3Y | -11.6% | +4.7% | -16.3% | -16.3% |
| 5Y | -23.1% | +1.5% | -24.7% | -27.3% |
| 10Y | +34.4% | +40.5% | -6.1% | +9.1% |
| All | +1,462.0% | +1,925.1% | -463.1% | +316.9% |
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