-21.8%
GIS vs KMB
-20.2%
-1.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +0.4% |
| 7D | -8.6% | -8.6% | 0.0% | -4.4% |
| 30D | -0.5% | -7.5% | +7.1% | +3.5% |
| 3M | +11.9% | -0.6% | +12.5% | +13.0% |
| 6M | -11.6% | -1.5% | -10.0% | -10.6% |
| YTD | -16.3% | +1.6% | -17.9% | -16.1% |
| 1Y | -21.8% | -20.8% | -1.0% | -12.7% |
| All | -21.8% | -20.2% | -1.6% | -12.7% |
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 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