+41.1%
KMB vs BTI
+125.1%
-84.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.3% | -1.4% |
| 7D | +6.0% | -0.1% | +6.2% | +6.1% |
| 30D | +13.5% | +9.6% | +3.9% | +11.0% |
| 3M | +3.8% | +8.3% | -4.5% | +1.7% |
| 6M | +15.6% | +7.5% | +8.1% | +13.4% |
| YTD | +14.0% | +12.3% | +1.8% | +10.5% |
| 1Y | +12.9% | +16.2% | -3.3% | +8.5% |
| 3Y | +3.7% | +148.0% | -144.3% | -18.0% |
| 5Y | -0.1% | +153.2% | -153.3% | -22.0% |
| 10Y | +41.1% | +128.2% | -87.1% | +7.7% |
| All | +41.1% | +125.1% | -84.0% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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