+36.0%
KMB vs BIL
+25.2%
+10.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.9% | -1.9% |
| 7D | +0.5% | -0.3% | +0.7% | +1.1% |
| 30D | +12.4% | 0.0% | +12.4% | +12.2% |
| 3M | +1.0% | +0.3% | +0.7% | +0.4% |
| 6M | +12.1% | +1.2% | +10.9% | +9.9% |
| YTD | +11.6% | +2.5% | +9.2% | +7.5% |
| 1Y | +13.1% | +3.0% | +10.1% | +8.0% |
| 3Y | +1.6% | +13.2% | -11.6% | -16.1% |
| 5Y | -0.3% | +19.4% | -19.8% | -26.5% |
| All | +36.0% | +25.2% | +10.8% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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