+38.7%
KMB vs HDB
+61.5%
-22.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.6% | +2.8% |
| 7D | +3.4% | +13.7% | -10.3% | +1.5% |
| 30D | +14.7% | +15.8% | -1.1% | +12.3% |
| 3M | +3.3% | +9.2% | -5.9% | +1.9% |
| 6M | +16.8% | +3.2% | +13.6% | +15.9% |
| YTD | +15.2% | -29.4% | +44.6% | +20.3% |
| 1Y | +13.3% | -27.9% | +41.2% | +18.0% |
| 3Y | +5.4% | -5.9% | +11.3% | +4.9% |
| 5Y | +2.7% | -23.5% | +26.2% | +4.2% |
| 10Y | +38.7% | +61.3% | -22.7% | +18.2% |
| All | +38.7% | +61.5% | -22.9% | +18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling