-4.6%
KMB vs Q
+68.3%
-73.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.5% | +5.6% | +1.8% |
| 7D | +0.9% | +1.2% | -0.2% | +1.0% |
| 30D | +10.1% | -2.7% | +12.8% | +10.1% |
| 3M | 0.0% | -16.9% | +17.0% | -0.6% |
| 6M | +15.7% | -26.9% | +42.6% | +14.6% |
| YTD | +12.6% | +45.2% | -32.6% | +16.3% |
| 1Y | +10.1% | +38.1% | -28.0% | +10.3% |
| All | -4.6% | +68.3% | -73.0% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling