+13.5%
KMB vs BEN
+56.6%
-43.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -6.5% | -3.1% | -3.4% | -6.0% |
| 30D | -8.8% | +0.2% | -9.0% | -8.9% |
| 3M | -2.2% | +6.8% | -9.0% | -3.4% |
| 6M | +0.7% | +38.1% | -37.5% | -4.9% |
| YTD | +1.0% | +44.3% | -43.3% | -5.4% |
| 1Y | -20.3% | +42.6% | -62.9% | -25.4% |
| 3Y | -13.3% | +52.3% | -65.6% | -20.9% |
| 5Y | -12.9% | +37.6% | -50.6% | -20.8% |
| All | +13.5% | +56.6% | -43.2% | -6.4% |
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