-5.6%
KMB vs GEN
+58.9%
-64.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.4% |
| 7D | -3.0% | -1.2% | -1.8% | -2.9% |
| 30D | -5.5% | +10.1% | -15.6% | -6.3% |
| 3M | +14.0% | +16.1% | -2.1% | +12.3% |
| 6M | +4.1% | +38.9% | -34.8% | +1.4% |
| YTD | +8.0% | +14.4% | -6.4% | +7.0% |
| 1Y | -13.7% | +5.9% | -19.6% | -14.0% |
| All | -5.6% | +58.9% | -64.6% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling