+387.2%
BE vs KMB
-0.3%
+387.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.8% | +5.3% | +3.0% |
| 7D | -14.7% | +0.5% | -15.2% | -14.4% |
| 30D | -40.5% | +12.4% | -52.9% | -39.0% |
| 3M | -24.3% | +1.0% | -25.3% | -23.7% |
| 6M | -39.3% | +12.1% | -51.5% | -38.1% |
| YTD | +99.4% | +11.6% | +87.8% | +103.0% |
| 1Y | +26.6% | +13.1% | +13.5% | +28.8% |
| 3Y | +1,616.9% | +1.6% | +1,615.4% | +1,597.5% |
| All | +387.2% | -0.3% | +387.5% | +372.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling