+35.5%
KMB vs DAR
+307.1%
-271.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.7% |
| 7D | -3.0% | +9.2% | -12.2% | -3.5% |
| 30D | +9.1% | -12.3% | +21.3% | +9.8% |
| 3M | -0.4% | -12.7% | +12.3% | +0.2% |
| 6M | +13.0% | -12.8% | +25.7% | +13.6% |
| YTD | +10.3% | +53.8% | -43.4% | +6.2% |
| 1Y | +8.2% | +60.3% | -52.1% | +3.8% |
| 3Y | +0.4% | +31.7% | -31.4% | -3.5% |
| 5Y | -2.7% | -27.7% | +25.0% | -2.5% |
| All | +35.5% | +307.1% | -271.6% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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