+595.7%
HAL vs KMB
+1,824.3%
-1,228.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.1% |
| 7D | +2.9% | -3.0% | +6.0% | +3.9% |
| 30D | +17.0% | -5.5% | +22.5% | +18.9% |
| 3M | -9.7% | +14.0% | -23.6% | -13.8% |
| 6M | +8.6% | +4.1% | +4.5% | +6.1% |
| YTD | +33.0% | +8.0% | +24.9% | +28.2% |
| 1Y | +68.3% | -13.7% | +82.1% | +72.8% |
| 3Y | +0.1% | -5.9% | +6.1% | -1.7% |
| 5Y | +102.6% | -8.6% | +111.2% | +97.5% |
| 10Y | +3.8% | +17.3% | -13.4% | -9.0% |
| All | +595.7% | +1,824.3% | -1,228.5% | +161.4% |
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 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