+13.1%
KMB vs P
-0.9%
+14.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.4% | -1.5% |
| 7D | +0.5% | -23.8% | +24.3% | -1.5% |
| 30D | +12.4% | -36.6% | +49.0% | +9.1% |
| 3M | +1.0% | +10.9% | -9.9% | +2.0% |
| 6M | +12.1% | +30.0% | -17.8% | +14.9% |
| YTD | +11.6% | +44.4% | -32.8% | +14.4% |
| 1Y | +13.1% | +3.9% | +9.2% | +16.1% |
| All | +13.1% | -0.9% | +14.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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