+360.5%
BE vs KMB
-14.3%
+374.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.8% | +10.1% | +5.1% |
| 7D | +20.0% | -4.2% | +24.2% | +16.2% |
| 30D | +7.9% | -6.6% | +14.5% | +2.3% |
| 3M | -13.2% | +12.6% | -25.8% | -5.2% |
| 6M | +53.5% | +2.9% | +50.6% | +58.1% |
| YTD | +191.0% | +6.8% | +184.3% | +210.6% |
| 1Y | +360.5% | -14.8% | +375.3% | +378.6% |
| All | +360.5% | -14.3% | +374.8% | +378.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling