-8.0%
KMB vs BEN
+39.3%
-47.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -2.0% |
| 7D | -3.0% | +0.2% | -3.3% | -3.1% |
| 30D | -5.5% | -0.5% | -4.9% | -5.4% |
| 3M | +14.0% | +9.7% | +4.3% | +12.7% |
| 6M | +4.1% | +33.9% | -29.8% | +0.3% |
| YTD | +8.0% | +49.0% | -40.9% | +2.8% |
| 1Y | -13.7% | +42.1% | -55.9% | -17.5% |
| 3Y | -5.9% | +51.9% | -57.8% | -11.5% |
| All | -8.0% | +39.3% | -47.3% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling