+13.5%
KMB vs TRGP
+863.3%
-849.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.3% |
| 7D | -6.5% | +0.1% | -6.6% | -6.5% |
| 30D | -8.8% | +8.0% | -16.8% | -9.0% |
| 3M | -2.2% | +8.3% | -10.4% | -2.4% |
| 6M | +0.7% | +23.9% | -23.3% | 0.0% |
| YTD | +1.0% | +59.6% | -58.6% | -0.3% |
| 1Y | -20.3% | +79.4% | -99.7% | -21.6% |
| 3Y | -13.3% | +269.4% | -282.7% | -16.8% |
| 5Y | -12.9% | +641.6% | -654.6% | -18.3% |
| All | +13.5% | +863.3% | -849.8% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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