+15.1%
DLR vs KMB
+8.6%
+6.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.3% |
| 7D | +5.0% | -3.0% | +8.0% | +5.1% |
| 30D | +3.0% | +9.1% | -6.1% | +2.5% |
| 3M | -6.3% | -0.4% | -5.8% | -6.3% |
| 6M | -4.8% | +13.0% | -17.7% | -5.1% |
| YTD | +21.0% | +10.3% | +10.7% | +21.2% |
| 1Y | +15.1% | +8.2% | +6.9% | +14.9% |
| All | +15.1% | +8.6% | +6.6% | +14.9% |
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