+5,008.5%
FLEX vs KMB
+1,015.7%
+3,992.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.8% | +6.4% | +5.1% |
| 7D | -19.3% | +0.5% | -19.8% | -19.7% |
| 30D | -41.5% | +12.4% | -53.9% | -43.9% |
| 3M | -43.1% | +1.0% | -44.1% | -43.8% |
| 6M | -48.2% | +12.1% | -60.4% | -51.0% |
| YTD | +15.5% | +11.6% | +3.9% | +9.3% |
| 1Y | +10.2% | +13.1% | -2.9% | +3.7% |
| 3Y | +256.8% | +1.6% | +255.2% | +237.3% |
| 5Y | +408.2% | -0.3% | +408.5% | +379.1% |
| 10Y | +580.8% | +37.9% | +542.9% | +457.4% |
| All | +5,008.5% | +1,015.7% | +3,992.8% | +1,953.0% |
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