+16.8%
KMB vs GEN
+150.2%
-133.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -1.7% |
| 7D | -2.7% | -0.7% | -2.0% | -2.7% |
| 30D | -5.0% | +2.6% | -7.7% | -5.2% |
| 3M | +6.6% | +15.8% | -9.2% | +5.4% |
| 6M | +1.0% | +33.1% | -32.2% | -1.3% |
| YTD | +6.0% | +11.3% | -5.3% | +4.9% |
| 1Y | -16.6% | +1.7% | -18.3% | -17.0% |
| 3Y | -8.6% | +58.1% | -66.8% | -12.3% |
| 5Y | -10.9% | +20.6% | -31.5% | -13.4% |
| 10Y | +16.8% | +149.0% | -132.2% | +7.6% |
| All | +16.8% | +150.2% | -133.4% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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