+10.1%
KMB vs JBLU
-14.2%
+24.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.2% |
| 7D | +0.9% | +2.5% | -1.5% | +0.7% |
| 30D | +10.1% | +24.9% | -14.8% | +8.2% |
| 3M | 0.0% | -35.2% | +35.2% | +4.0% |
| 6M | +15.7% | -20.0% | +35.7% | +18.1% |
| YTD | +12.6% | -17.4% | +30.0% | +16.0% |
| 1Y | +10.1% | -13.0% | +23.1% | +12.4% |
| All | +10.1% | -14.2% | +24.3% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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