+5.4%
KMB vs TRGP
+247.0%
-241.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.2% | +3.4% |
| 7D | +3.4% | -7.2% | +10.6% | +3.0% |
| 30D | +14.7% | -4.2% | +18.9% | +14.4% |
| 3M | +3.3% | +7.0% | -3.7% | +3.4% |
| 6M | +16.8% | +11.2% | +5.6% | +16.8% |
| YTD | +15.2% | +51.1% | -35.9% | +15.1% |
| 1Y | +13.3% | +62.0% | -48.7% | +13.2% |
| 3Y | +5.4% | +248.2% | -242.8% | +2.6% |
| All | +5.4% | +247.0% | -241.6% | +2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling