+7,917.6%
FLEX vs KMB
+980.0%
+6,937.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.0% |
| 7D | -0.9% | -3.0% | +2.1% | 0.0% |
| 30D | -10.1% | -5.5% | -4.7% | -8.8% |
| 3M | -31.3% | +14.0% | -45.3% | -34.7% |
| 6M | +71.3% | +4.1% | +67.2% | +67.3% |
| YTD | +81.2% | +8.0% | +73.2% | +74.6% |
| 1Y | +98.5% | -13.7% | +112.2% | +103.3% |
| 3Y | +428.2% | -5.9% | +434.2% | +415.9% |
| 5Y | +657.3% | -8.6% | +665.9% | +639.7% |
| 10Y | +995.9% | +17.3% | +978.6% | +855.7% |
| All | +7,917.6% | +980.0% | +6,937.7% | +3,180.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling