+243.3%
HL vs KMB
-9.5%
+252.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.9% | -0.7% |
| 7D | +7.1% | -2.7% | +9.8% | +7.6% |
| 30D | +21.4% | -5.0% | +26.5% | +22.5% |
| 3M | +37.4% | +6.6% | +30.9% | +36.1% |
| 6M | +0.4% | +1.0% | -0.6% | +0.4% |
| YTD | +6.7% | +6.0% | +0.7% | +6.1% |
| 1Y | +102.4% | -16.6% | +119.0% | +107.8% |
| 3Y | +417.4% | -8.6% | +426.1% | +405.4% |
| 5Y | +243.3% | -10.9% | +254.2% | +236.7% |
| All | +243.3% | -9.5% | +252.9% | +236.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling