+42.8%
IGV vs KMB
+4.9%
+37.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.6% | +2.8% |
| 7D | -0.4% | +3.4% | -3.8% | -0.2% |
| 30D | -9.9% | +14.7% | -24.6% | -9.1% |
| 3M | -1.2% | +3.3% | -4.5% | -1.0% |
| 6M | +11.3% | +16.8% | -5.5% | +13.3% |
| YTD | -4.0% | +15.2% | -19.2% | -2.3% |
| 1Y | -7.3% | +13.3% | -20.6% | -5.7% |
| 3Y | +42.8% | +5.4% | +37.3% | +41.8% |
| All | +42.8% | +4.9% | +37.9% | +41.8% |
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 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