+38.3%
KMB vs BEN
+58.7%
-20.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.6% | +2.0% |
| 7D | +0.9% | +6.8% | -5.9% | -0.2% |
| 30D | +10.1% | +18.0% | -7.9% | +7.0% |
| 3M | 0.0% | +7.5% | -7.4% | -1.3% |
| 6M | +15.7% | +14.7% | +1.0% | +12.7% |
| YTD | +12.6% | +56.1% | -43.4% | +3.8% |
| 1Y | +10.1% | +69.6% | -59.5% | 0.0% |
| 3Y | +2.1% | +87.7% | -85.5% | -10.5% |
| 5Y | -0.7% | +28.6% | -29.3% | -8.0% |
| All | +38.3% | +58.7% | -20.5% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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