+1,782.5%
KMB vs BEN
+4,913.3%
-3,130.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -2.3% |
| 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% | +11.7% |
| 6M | +4.1% | +33.9% | -29.8% | -2.0% |
| YTD | +8.0% | +49.0% | -40.9% | -0.6% |
| 1Y | -13.7% | +42.1% | -55.9% | -20.1% |
| 3Y | -5.9% | +51.9% | -57.8% | -15.5% |
| 5Y | -8.6% | +39.0% | -47.7% | -18.2% |
| 10Y | +17.3% | +57.9% | -40.6% | -2.7% |
| All | +1,782.5% | +4,913.3% | -3,130.8% | +567.3% |
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 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