+13.6%
KMB vs LVS
-31.5%
+45.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.5% | -2.3% | +2.9% |
| 7D | +0.4% | +13.4% | -13.0% | -1.9% |
| 30D | +14.0% | +12.2% | +1.8% | +11.6% |
| 3M | -1.3% | -10.7% | +9.4% | +0.1% |
| 6M | +16.7% | -19.8% | +36.5% | +19.8% |
| YTD | +12.0% | -35.8% | +47.8% | +18.3% |
| 1Y | +13.6% | -31.8% | +45.4% | +17.6% |
| All | +13.6% | -31.5% | +45.2% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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