+532.2%
BE vs KMB
-0.7%
+532.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.1% | -7.0% | -4.5% |
| 7D | +10.8% | +0.9% | +9.9% | +11.0% |
| 30D | -19.8% | +10.1% | -29.9% | -18.1% |
| 3M | -18.7% | 0.0% | -18.8% | -18.1% |
| 6M | -33.7% | +15.7% | -49.4% | -32.4% |
| YTD | +121.0% | +12.6% | +108.3% | +125.1% |
| 1Y | +85.4% | +10.1% | +75.3% | +89.0% |
| 3Y | +1,709.5% | +2.1% | +1,707.4% | +1,688.7% |
| All | +532.2% | -0.7% | +532.8% | +493.3% |
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