+35.5%
KMB vs BB
+24.8%
+10.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.0% | +1.4% | -1.5% |
| 7D | -3.0% | +9.0% | -11.9% | -3.1% |
| 30D | +9.1% | +7.7% | +1.4% | +8.9% |
| 3M | -0.4% | +4.0% | -4.4% | -0.6% |
| 6M | +13.0% | +46.6% | -33.7% | +11.8% |
| YTD | +10.3% | +140.6% | -130.3% | +8.1% |
| 1Y | +8.2% | +103.1% | -94.9% | +6.4% |
| 3Y | +0.4% | +150.5% | -150.2% | -2.5% |
| 5Y | -2.7% | -15.4% | +12.7% | -3.9% |
| All | +35.5% | +24.8% | +10.7% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling