+521.9%
BKR vs KMB
+1,705.5%
-1,183.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.4% | -6.6% |
| 7D | -6.7% | -7.7% | +1.0% | -4.3% |
| 30D | -8.3% | -8.2% | -0.1% | -6.0% |
| 3M | -5.4% | -1.9% | -3.5% | -5.4% |
| 6M | +0.8% | -0.7% | +1.5% | 0.0% |
| YTD | +31.8% | +1.4% | +30.5% | +29.8% |
| 1Y | +28.6% | -19.1% | +47.7% | +35.3% |
| 3Y | +71.2% | -12.6% | +83.8% | +73.1% |
| 5Y | +179.2% | -12.7% | +191.9% | +177.8% |
| 10Y | +124.0% | +14.5% | +109.5% | +98.3% |
| All | +521.9% | +1,705.5% | -1,183.6% | +133.3% |
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 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