+13.6%
KMB vs CHTR
-46.1%
+59.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.7% | -1.5% | +3.3% |
| 7D | +0.4% | +14.1% | -13.7% | -1.6% |
| 30D | +14.0% | +11.6% | +2.4% | +12.1% |
| 3M | -1.3% | -21.4% | +20.1% | +1.6% |
| 6M | +16.7% | -27.3% | +44.0% | +19.7% |
| YTD | +12.0% | -42.4% | +54.4% | +15.9% |
| 1Y | +13.6% | -45.6% | +59.2% | +19.0% |
| All | +13.6% | -46.1% | +59.7% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 1y: compounded portfolio wealth divided by compounded CHTR 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…
1y analysis · Full analysis span regression · 6 months rolling