+1,844.7%
KMB vs BEN
+4,818.7%
-2,973.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.7% | -6.6% | -2.7% |
| 7D | +0.5% | +6.6% | -6.2% | -0.9% |
| 30D | +12.4% | +3.8% | +8.5% | +11.5% |
| 3M | +1.0% | +0.2% | +0.8% | +0.8% |
| 6M | +12.1% | +10.4% | +1.7% | +9.6% |
| YTD | +11.6% | +46.2% | -34.5% | +3.0% |
| 1Y | +13.1% | +52.3% | -39.1% | +3.4% |
| 3Y | +1.6% | +65.9% | -64.4% | -10.4% |
| 5Y | -0.3% | +20.6% | -20.9% | -8.0% |
| 10Y | +37.9% | +64.8% | -26.9% | +13.4% |
| All | +1,844.7% | +4,818.7% | -2,973.9% | +591.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling