-10.9%
KMB vs GRMN
+76.7%
-87.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.9% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | -5.0% | -11.3% | +6.3% | -3.7% |
| 3M | +6.6% | +17.7% | -11.2% | +4.2% |
| 6M | +1.0% | +14.2% | -13.2% | -1.0% |
| YTD | +6.0% | +37.0% | -31.1% | +1.6% |
| 1Y | -16.6% | +17.0% | -33.6% | -18.6% |
| 3Y | -8.6% | +183.2% | -191.8% | -24.1% |
| 5Y | -10.9% | +77.3% | -88.1% | -24.3% |
| All | -10.9% | +76.7% | -87.5% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling