-14.8%
KMB vs HDB
-34.6%
+19.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.3% | -2.7% |
| 7D | -4.2% | +0.4% | -4.6% | -4.2% |
| 30D | -6.6% | -2.8% | -3.8% | -6.2% |
| 3M | +12.6% | -3.5% | +16.2% | +12.8% |
| 6M | +2.9% | -24.7% | +27.6% | +6.7% |
| YTD | +6.8% | -36.6% | +43.3% | +13.4% |
| 1Y | -14.8% | -34.4% | +19.6% | -9.6% |
| All | -14.8% | -34.6% | +19.9% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1y: compounded portfolio wealth divided by compounded HDB 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…
1y analysis · Full analysis span regression · 6 months rolling