+663.2%
FLEX vs KMB
-8.4%
+671.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.5% |
| 7D | -0.9% | -3.0% | +2.1% | -1.0% |
| 30D | -10.1% | -5.5% | -4.7% | -10.2% |
| 3M | -31.3% | +14.0% | -45.3% | -32.0% |
| 6M | +71.3% | +4.1% | +67.2% | +70.1% |
| YTD | +81.2% | +8.0% | +73.2% | +79.9% |
| 1Y | +98.5% | -13.7% | +112.2% | +99.2% |
| 3Y | +428.2% | -5.9% | +434.2% | +411.1% |
| All | +663.2% | -8.4% | +671.6% | +625.7% |
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