+55.3%
BE vs KMB
+11.9%
+43.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.1% | -10.5% | -2.7% |
| 7D | -12.1% | +0.4% | -12.5% | -11.4% |
| 30D | -30.1% | +14.0% | -44.1% | -20.8% |
| 3M | -12.1% | -1.3% | -10.8% | -12.3% |
| 6M | -30.6% | +16.7% | -47.3% | -20.5% |
| YTD | +130.6% | +12.0% | +118.6% | +163.1% |
| 1Y | +55.3% | +13.6% | +41.7% | +77.6% |
| All | +55.3% | +11.9% | +43.4% | +77.6% |
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