+911.5%
BE vs KMB
+33.5%
+878.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +9.0% | +7.4% |
| 7D | +20.0% | -3.0% | +23.0% | +20.0% |
| 30D | +7.9% | -5.5% | +13.4% | +8.0% |
| 3M | -13.2% | +14.0% | -27.2% | -14.4% |
| 6M | +53.5% | +4.1% | +49.4% | +52.5% |
| YTD | +191.0% | +8.0% | +183.0% | +187.9% |
| 1Y | +360.5% | -13.7% | +374.3% | +368.0% |
| 3Y | +1,568.0% | -5.9% | +1,574.0% | +1,547.9% |
| 5Y | +1,055.2% | -8.6% | +1,063.8% | +1,035.9% |
| All | +911.5% | +33.5% | +878.0% | +946.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling