-13.0%
KMB vs BNY
+286.9%
-299.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.2% |
| 7D | -7.7% | -1.1% | -6.6% | -7.6% |
| 30D | -8.2% | +1.4% | -9.6% | -8.3% |
| 3M | -1.9% | +16.8% | -18.7% | -3.4% |
| 6M | -0.7% | +42.0% | -42.7% | -4.2% |
| YTD | +1.4% | +41.9% | -40.5% | -2.5% |
| 1Y | -19.1% | +59.2% | -78.3% | -23.4% |
| All | -13.0% | +286.9% | -299.8% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 3y: compounded portfolio wealth divided by compounded BNY 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…
3y analysis · Full analysis span regression · 6 months rolling