-58.1%
FIG vs KMB
+12.2%
-70.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -2.9% | -3.8% |
| 7D | -11.4% | +6.0% | -17.4% | -12.6% |
| 30D | -17.2% | +13.5% | -30.7% | -18.8% |
| 3M | -26.6% | +3.8% | -30.4% | -27.5% |
| 6M | -9.8% | +15.6% | -25.4% | -5.7% |
| YTD | -50.1% | +14.0% | -64.2% | -49.6% |
| 1Y | -58.1% | +12.9% | -71.0% | -57.5% |
| All | -58.1% | +12.2% | -70.2% | -57.5% |
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