+12.9%
KMB vs SIMO
+77.7%
-64.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -1.2% |
| 7D | +6.0% | -16.0% | +22.1% | +4.8% |
| 30D | +13.5% | -35.8% | +49.2% | +10.6% |
| 3M | +3.8% | -26.5% | +30.2% | +2.4% |
| 6M | +15.6% | -33.0% | +48.6% | +13.5% |
| YTD | +14.0% | +84.3% | -70.3% | +12.9% |
| 1Y | +12.9% | +82.0% | -69.0% | +12.2% |
| All | +12.9% | +77.7% | -64.8% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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