+8.2%
KMB vs IRM
+16.9%
-8.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.5% |
| 7D | -3.0% | +8.6% | -11.6% | -2.8% |
| 30D | +9.1% | 0.0% | +9.1% | +9.0% |
| 3M | -0.4% | -7.1% | +6.7% | -0.5% |
| 6M | +13.0% | -7.9% | +20.9% | +12.8% |
| YTD | +10.3% | +41.3% | -31.0% | +9.0% |
| 1Y | +8.2% | +20.7% | -12.5% | +7.5% |
| All | +8.2% | +16.9% | -8.7% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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