+1.6%
KMB vs ROIV
+314.9%
-313.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.2% | -8.0% | -2.1% |
| 7D | +0.5% | +5.3% | -4.9% | +0.2% |
| 30D | +12.4% | +11.9% | +0.5% | +11.8% |
| 3M | +1.0% | +10.7% | -9.7% | +0.4% |
| 6M | +12.1% | +34.9% | -22.8% | +9.9% |
| YTD | +11.6% | +79.2% | -67.6% | +7.2% |
| 1Y | +13.1% | +89.0% | -75.9% | +8.0% |
| 3Y | +1.6% | +337.3% | -335.8% | -10.6% |
| All | +1.6% | +314.9% | -313.4% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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