+1,844.7%
KMB vs GEN
+8,588.0%
-6,743.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.7% |
| 7D | +0.5% | +2.3% | -1.8% | +0.3% |
| 30D | +12.4% | +33.1% | -20.7% | +10.3% |
| 3M | +1.0% | +6.5% | -5.5% | +0.4% |
| 6M | +12.1% | +53.8% | -41.6% | +8.8% |
| YTD | +11.6% | +11.2% | +0.4% | +10.3% |
| 1Y | +13.1% | +19.4% | -6.3% | +11.3% |
| 3Y | +1.6% | +81.0% | -79.5% | -3.0% |
| 5Y | -0.3% | +33.4% | -33.8% | -3.6% |
| 10Y | +37.9% | +164.3% | -126.4% | +25.6% |
| All | +1,844.7% | +8,588.0% | -6,743.3% | +1,041.0% |
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