+1,076.1%
BE vs KMB
-8.4%
+1,084.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +9.0% | +7.0% |
| 7D | +20.0% | -3.0% | +23.0% | +19.3% |
| 30D | +7.9% | -5.5% | +13.4% | +6.8% |
| 3M | -13.2% | +14.0% | -27.2% | -11.9% |
| 6M | +53.5% | +4.1% | +49.4% | +54.8% |
| YTD | +191.0% | +8.0% | +183.0% | +194.4% |
| 1Y | +360.5% | -13.7% | +374.3% | +368.0% |
| 3Y | +1,568.0% | -5.9% | +1,574.0% | +1,550.4% |
| All | +1,076.1% | -8.4% | +1,084.5% | +1,033.4% |
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