-13.7%
HAL vs KMB
+2.8%
-16.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | -0.5% |
| 7D | -12.0% | +0.5% | -12.4% | -11.8% |
| 30D | +0.3% | +12.4% | -12.1% | +2.1% |
| 3M | -1.6% | +1.0% | -2.6% | -1.4% |
| 6M | -20.5% | +12.1% | -32.6% | -19.0% |
| YTD | +14.2% | +11.6% | +2.6% | +16.7% |
| 1Y | +18.9% | +13.1% | +5.8% | +21.6% |
| 3Y | -13.7% | +1.6% | -15.3% | -12.4% |
| All | -13.7% | +2.8% | -16.5% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling