+68.3%
HAL vs KMB
-14.3%
+82.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -1.3% |
| 7D | +2.9% | -4.2% | +7.1% | +1.8% |
| 30D | +17.0% | -6.6% | +23.6% | +15.1% |
| 3M | -9.7% | +12.6% | -22.3% | -6.9% |
| 6M | +8.6% | +2.9% | +5.8% | +10.9% |
| YTD | +33.0% | +6.8% | +26.2% | +36.9% |
| 1Y | +68.3% | -14.8% | +83.1% | +63.5% |
| All | +68.3% | -14.3% | +82.6% | +63.5% |
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