+1,862.7%
KMB vs TROW
+14,513.4%
-12,650.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | +0.9% | +0.5% | +0.4% | +0.9% |
| 30D | +10.1% | +9.3% | +0.7% | +8.4% |
| 3M | 0.0% | -0.9% | +1.0% | +0.2% |
| 6M | +15.7% | +8.3% | +7.3% | +14.0% |
| YTD | +12.6% | +10.6% | +2.0% | +10.3% |
| 1Y | +10.1% | +10.5% | -0.4% | +7.8% |
| 3Y | +2.1% | +36.5% | -34.4% | -4.6% |
| 5Y | -0.7% | -37.1% | +36.4% | +3.8% |
| 10Y | +38.5% | +125.2% | -86.7% | +14.0% |
| All | +1,862.7% | +14,513.4% | -12,650.7% | +720.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling