-12.9%
KMB vs BBY
+0.2%
-13.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.7% | -4.0% |
| 7D | -8.6% | +1.2% | -9.8% | -8.7% |
| 30D | -7.5% | +6.8% | -14.3% | -8.2% |
| 3M | -0.6% | +18.7% | -19.4% | -2.3% |
| 6M | -1.5% | +37.3% | -38.8% | -4.7% |
| YTD | +1.6% | +35.3% | -33.7% | -1.6% |
| 1Y | -20.8% | +20.7% | -41.5% | -22.5% |
| 3Y | -12.4% | +39.4% | -51.8% | -16.9% |
| 5Y | -12.9% | -1.5% | -11.5% | -18.6% |
| All | -12.9% | +0.2% | -13.1% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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