+142.7%
EWY vs KMB
-13.0%
+155.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.2% |
| 7D | +1.2% | -7.7% | +8.9% | +1.4% |
| 30D | +9.3% | -8.2% | +17.5% | +9.5% |
| 3M | +2.4% | -1.9% | +4.3% | +2.0% |
| 6M | +40.3% | -0.7% | +40.9% | +39.5% |
| YTD | +88.0% | +1.4% | +86.6% | +87.1% |
| 1Y | +143.8% | -19.1% | +162.9% | +147.2% |
| 3Y | +217.8% | -12.6% | +230.4% | +214.7% |
| 5Y | +142.7% | -12.7% | +155.4% | +131.8% |
| All | +142.7% | -13.0% | +155.7% | +131.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling