+1,362.8%
GIS vs KMB
+1,930.6%
-567.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.4% |
| 7D | +1.5% | +6.0% | -4.5% | -0.7% |
| 30D | +9.2% | +13.5% | -4.3% | +4.3% |
| 3M | -5.4% | +3.8% | -9.1% | -6.6% |
| 6M | +3.4% | +15.6% | -12.2% | -1.9% |
| YTD | -20.5% | +14.0% | -34.5% | -24.1% |
| 1Y | -20.0% | +12.9% | -32.9% | -23.4% |
| 3Y | -38.6% | +3.7% | -42.3% | -39.9% |
| 5Y | -33.1% | -0.1% | -33.0% | -33.8% |
| 10Y | -16.4% | +41.1% | -57.6% | -26.5% |
| All | +1,362.8% | +1,930.6% | -567.9% | +369.8% |
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