-13.7%
KMB vs BBIO
+42.7%
-56.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -6.5% | -3.2% | -3.3% | -6.5% |
| 30D | -8.8% | -13.6% | +4.8% | -8.7% |
| 3M | -2.2% | +7.2% | -9.4% | -2.2% |
| 6M | +0.7% | +1.5% | -0.8% | +0.6% |
| YTD | +1.0% | -5.3% | +6.3% | +1.0% |
| 1Y | -20.3% | +37.7% | -58.0% | -20.5% |
| 3Y | -13.3% | +153.9% | -167.2% | -13.8% |
| All | -13.7% | +42.7% | -56.4% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling