-13.7%
KMB vs AU
+100.5%
-114.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.5% |
| 7D | -3.0% | -3.6% | +0.6% | -2.9% |
| 30D | -5.5% | +23.9% | -29.4% | -6.5% |
| 3M | +14.0% | +19.1% | -5.1% | +13.0% |
| 6M | +4.1% | -0.2% | +4.2% | +3.8% |
| YTD | +8.0% | +32.5% | -24.4% | +7.5% |
| 1Y | -13.7% | +96.9% | -110.7% | -14.1% |
| All | -13.7% | +100.5% | -114.2% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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