+14.7%
KMB vs INDA
+81.7%
-67.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -3.9% |
| 7D | -8.6% | -2.6% | -6.0% | -8.0% |
| 30D | -7.5% | -2.9% | -4.6% | -6.8% |
| 3M | -0.6% | +2.4% | -3.0% | -1.2% |
| 6M | -1.5% | -2.6% | +1.1% | -1.0% |
| YTD | +1.6% | -10.0% | +11.6% | +4.1% |
| 1Y | -20.8% | -7.7% | -13.1% | -19.4% |
| 3Y | -12.4% | +8.9% | -21.3% | -14.9% |
| 5Y | -12.9% | +6.0% | -18.9% | -15.3% |
| 10Y | +14.7% | +84.4% | -69.7% | -8.6% |
| All | +14.7% | +81.7% | -67.0% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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