+7.4%
HAL vs KMB
+12.7%
-5.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +1.4% |
| 7D | -1.3% | -8.6% | +7.3% | -0.2% |
| 30D | +10.9% | -7.5% | +18.4% | +12.0% |
| 3M | -5.8% | -0.6% | -5.2% | -6.1% |
| 6M | +8.1% | -1.5% | +9.7% | +7.8% |
| YTD | +33.2% | +1.6% | +31.6% | +31.9% |
| 1Y | +74.2% | -20.8% | +95.0% | +80.1% |
| 3Y | -3.7% | -12.4% | +8.7% | -3.7% |
| 5Y | +111.9% | -12.9% | +124.8% | +109.5% |
| 10Y | +7.4% | +14.7% | -7.3% | +4.8% |
| All | +7.4% | +12.7% | -5.3% | +4.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling