-5.1%
DASH vs KMB
+0.9%
-6.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.5% | -10.9% | -9.5% |
| 7D | +0.5% | +0.4% | +0.1% | +0.4% |
| 30D | -7.1% | +14.1% | -21.2% | -7.9% |
| 3M | -13.2% | -0.5% | -12.7% | -13.4% |
| 6M | +8.3% | +16.6% | -8.3% | +7.9% |
| YTD | -20.6% | +13.7% | -34.3% | -20.9% |
| 1Y | -24.4% | +16.1% | -40.5% | -24.8% |
| 3Y | +94.5% | +4.7% | +89.8% | +91.3% |
| 5Y | -9.4% | +1.5% | -11.0% | -11.2% |
| All | -5.1% | +0.9% | -6.0% | -3.8% |
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