+41.1%
KMB vs PAAS
+168.2%
-127.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.8% | +4.8% | -0.9% |
| 7D | +6.0% | +4.2% | +1.9% | +5.9% |
| 30D | +13.5% | -13.8% | +27.3% | +14.0% |
| 3M | +3.8% | -22.7% | +26.5% | +4.5% |
| 6M | +15.6% | -32.1% | +47.7% | +16.7% |
| YTD | +14.0% | -22.3% | +36.3% | +14.4% |
| 1Y | +12.9% | +7.7% | +5.3% | +12.2% |
| 3Y | +3.7% | +214.0% | -210.3% | -1.8% |
| 5Y | -0.1% | +63.2% | -63.3% | -3.9% |
| 10Y | +41.1% | +185.5% | -144.4% | +31.7% |
| All | +41.1% | +168.2% | -127.1% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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