+1,782.5%
KMB vs GEN
+8,838.9%
-7,056.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.5% |
| 7D | -3.0% | -1.2% | -1.8% | -3.0% |
| 30D | -5.5% | +10.1% | -15.6% | -6.1% |
| 3M | +14.0% | +16.1% | -2.1% | +12.9% |
| 6M | +4.1% | +38.9% | -34.8% | +1.7% |
| YTD | +8.0% | +14.4% | -6.4% | +6.8% |
| 1Y | -13.7% | +5.9% | -19.6% | -14.3% |
| 3Y | -5.9% | +58.8% | -64.7% | -9.3% |
| 5Y | -8.6% | +24.7% | -33.3% | -11.1% |
| 10Y | +17.3% | +163.1% | -145.8% | +7.0% |
| All | +1,782.5% | +8,838.9% | -7,056.3% | +1,004.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling