+23.1%
C vs KMB
+8.6%
+14.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -0.1% |
| 7D | +4.7% | -3.0% | +7.7% | +4.8% |
| 30D | +0.2% | +9.1% | -8.9% | 0.0% |
| 3M | -9.3% | -0.4% | -8.9% | -9.5% |
| 6M | -0.8% | +13.0% | -13.8% | -0.2% |
| YTD | +8.5% | +10.3% | -1.8% | +7.5% |
| 1Y | +23.1% | +8.2% | +14.9% | +21.5% |
| All | +23.1% | +8.6% | +14.5% | +21.5% |
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