+44.9%
C vs KMB
-13.3%
+58.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.3% |
| 7D | +3.6% | -3.0% | +6.7% | +3.6% |
| 30D | +0.1% | -5.5% | +5.5% | +0.1% |
| 3M | +2.4% | +14.0% | -11.6% | +2.7% |
| 6M | +24.9% | +4.1% | +20.8% | +24.1% |
| YTD | +19.8% | +8.0% | +11.8% | +19.1% |
| 1Y | +44.9% | -13.7% | +58.6% | +44.6% |
| All | +44.9% | -13.3% | +58.2% | +44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling