+1,709.5%
BE vs KMB
+2.5%
+1,707.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.1% | -7.0% | -4.1% |
| 7D | +10.8% | +0.9% | +9.9% | +11.2% |
| 30D | -19.8% | +10.1% | -29.9% | -16.4% |
| 3M | -18.7% | 0.0% | -18.8% | -17.8% |
| 6M | -33.7% | +15.7% | -49.4% | -30.3% |
| YTD | +121.0% | +12.6% | +108.3% | +131.8% |
| 1Y | +85.4% | +10.1% | +75.3% | +94.3% |
| 3Y | +1,709.5% | +2.1% | +1,707.4% | +1,568.8% |
| All | +1,709.5% | +2.5% | +1,707.0% | +1,568.8% |
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