+25.0%
FLEX vs KMB
+11.9%
+13.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +4.1% | -16.5% | -10.4% |
| 7D | -17.0% | +0.4% | -17.3% | -16.3% |
| 30D | -33.8% | +14.0% | -47.9% | -30.5% |
| 3M | -39.0% | -1.3% | -37.7% | -38.2% |
| 6M | -15.9% | +16.7% | -32.6% | -14.6% |
| YTD | +27.8% | +12.0% | +15.8% | +31.3% |
| 1Y | +25.0% | +13.6% | +11.3% | +28.2% |
| All | +25.0% | +11.9% | +13.0% | +28.2% |
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