+1,139.9%
KMB vs VIAV
+2,600.3%
-1,460.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.6% | +7.7% | +2.3% |
| 7D | +0.9% | +7.9% | -7.0% | +0.6% |
| 30D | +10.1% | -20.3% | +30.4% | +10.8% |
| 3M | 0.0% | -28.5% | +28.6% | +0.9% |
| 6M | +15.7% | -42.7% | +58.4% | +17.2% |
| YTD | +12.6% | +72.4% | -59.7% | +7.8% |
| 1Y | +10.1% | +81.5% | -71.3% | +5.0% |
| 3Y | +2.1% | +293.8% | -291.7% | -6.9% |
| 5Y | -0.7% | +101.4% | -102.1% | -6.9% |
| 10Y | +38.5% | +293.8% | -255.3% | +24.7% |
| All | +1,139.9% | +2,600.3% | -1,460.4% | +762.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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