-14.8%
KMB vs HRB
+1.1%
-15.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.0% | +1.2% | -2.5% |
| 7D | -4.2% | -5.7% | +1.5% | -3.8% |
| 30D | -6.6% | +7.9% | -14.5% | -7.0% |
| 3M | +12.6% | +32.1% | -19.5% | +11.0% |
| 6M | +2.9% | +62.2% | -59.4% | +1.5% |
| YTD | +6.8% | +16.4% | -9.6% | +5.4% |
| 1Y | -14.8% | -0.3% | -14.5% | -13.8% |
| All | -14.8% | +1.1% | -15.8% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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