+1,784.6%
BE vs KMB
-8.5%
+1,793.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.9% | +11.6% | +9.0% |
| 7D | +29.8% | -2.7% | +32.5% | +28.8% |
| 30D | +26.4% | -5.0% | +31.4% | +24.6% |
| 3M | +9.3% | +6.6% | +2.8% | +10.3% |
| 6M | +105.1% | +1.0% | +104.1% | +106.3% |
| YTD | +219.0% | +6.0% | +213.1% | +222.7% |
| 1Y | +418.8% | -16.6% | +435.4% | +433.7% |
| 3Y | +1,784.6% | -8.6% | +1,793.2% | +1,532.8% |
| All | +1,784.6% | -8.5% | +1,793.1% | +1,532.8% |
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 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