-1.3%
KMB vs PAAS
+58.4%
-59.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.7% |
| 7D | +0.1% | -5.2% | +5.2% | +0.2% |
| 30D | +10.2% | -13.9% | +24.2% | +10.6% |
| 3M | +1.5% | -23.8% | +25.2% | +2.0% |
| 6M | +16.6% | -36.4% | +53.1% | +17.8% |
| YTD | +12.1% | -23.4% | +35.4% | +12.5% |
| 1Y | +11.1% | +5.6% | +5.4% | +10.7% |
| 3Y | +1.9% | +209.7% | -207.8% | -2.9% |
| 5Y | -1.3% | +55.6% | -56.8% | -9.6% |
| All | -1.3% | +58.4% | -59.7% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling