+7,262.2%
CB vs KMB
+1,118.9%
+6,143.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.3% |
| 7D | +2.6% | +0.4% | +2.2% | +2.3% |
| 30D | +11.2% | +14.1% | -3.0% | +5.2% |
| 3M | +5.7% | -0.5% | +6.3% | +5.6% |
| 6M | +15.9% | +16.6% | -0.7% | +8.1% |
| YTD | +20.2% | +13.7% | +6.4% | +12.8% |
| 1Y | +32.4% | +16.1% | +16.3% | +23.1% |
| 3Y | +75.5% | +4.7% | +70.8% | +67.1% |
| 5Y | +105.5% | +1.5% | +103.9% | +95.7% |
| 10Y | +258.5% | +40.5% | +218.0% | +189.8% |
| All | +7,262.2% | +1,118.9% | +6,143.3% | +3,139.0% |
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