+12.9%
KMB vs EXPE
-2.5%
+15.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.7% |
| 7D | +6.0% | -11.2% | +17.2% | +7.4% |
| 30D | +13.5% | -7.5% | +21.0% | +14.4% |
| 3M | +3.8% | -19.1% | +22.8% | +6.2% |
| 6M | +15.6% | +10.7% | +4.8% | +15.8% |
| YTD | +14.0% | -9.9% | +23.9% | +13.2% |
| 1Y | +12.9% | -4.6% | +17.6% | +11.7% |
| All | +12.9% | -2.5% | +15.5% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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