+22.6%
IEFA vs KMB
-13.3%
+35.9%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.2% |
| 7D | +0.6% | -3.0% | +3.6% | +0.8% |
| 30D | +1.0% | -5.5% | +6.5% | +1.4% |
| 3M | +4.7% | +14.0% | -9.3% | +3.3% |
| 6M | +8.6% | +4.1% | +4.5% | +7.6% |
| YTD | +14.8% | +8.0% | +6.8% | +14.1% |
| 1Y | +22.6% | -13.7% | +36.4% | +23.3% |
| All | +22.6% | -13.3% | +35.9% | +23.3% |
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