+14.7%
KMB vs TRMB
+113.5%
-98.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.9% |
| 7D | -8.6% | -2.9% | -5.7% | -8.3% |
| 30D | -7.5% | -1.8% | -5.8% | -7.4% |
| 3M | -0.6% | +8.4% | -9.0% | -1.5% |
| 6M | -1.5% | -18.5% | +17.0% | +0.2% |
| YTD | +1.6% | -26.7% | +28.3% | +4.4% |
| 1Y | -20.8% | -28.3% | +7.5% | -18.6% |
| 3Y | -12.4% | +12.6% | -25.0% | -15.1% |
| 5Y | -12.9% | -38.7% | +25.8% | -10.9% |
| 10Y | +14.7% | +120.8% | -106.1% | -5.7% |
| All | +14.7% | +113.5% | -98.8% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TRMB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling