+10.6%
IYR vs KMB
+9.5%
+1.1%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.4% |
| 7D | +0.6% | +0.9% | -0.3% | +0.3% |
| 30D | +6.6% | +10.1% | -3.5% | +4.0% |
| 3M | -1.8% | 0.0% | -1.9% | -2.1% |
| 6M | +1.4% | +15.7% | -14.2% | -1.7% |
| YTD | +10.5% | +12.6% | -2.1% | +7.2% |
| 1Y | +10.6% | +10.1% | +0.5% | +8.1% |
| All | +10.6% | +9.5% | +1.1% | +8.1% |
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