+992.7%
C vs KMB
+1,925.1%
-932.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.5% | -6.6% | -5.8% |
| 7D | -5.3% | +0.4% | -5.7% | -5.6% |
| 30D | -7.3% | +14.1% | -21.5% | -13.2% |
| 3M | -13.5% | -0.5% | -12.9% | -13.7% |
| 6M | -6.5% | +16.6% | -23.1% | -14.2% |
| YTD | +3.6% | +13.7% | -10.1% | -4.5% |
| 1Y | +18.9% | +16.1% | +2.8% | +8.4% |
| 3Y | +205.0% | +4.7% | +200.3% | +182.2% |
| 5Y | +109.4% | +1.5% | +107.8% | +93.0% |
| 10Y | +232.9% | +40.5% | +192.4% | +145.2% |
| All | +992.7% | +1,925.1% | -932.4% | +122.4% |
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