+1,089.3%
KMB vs VIAV
+2,964.2%
-1,874.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -1.8% |
| 7D | -3.0% | -4.6% | +1.6% | -2.9% |
| 30D | -5.5% | -10.4% | +4.9% | -5.2% |
| 3M | +14.0% | -34.5% | +48.5% | +15.5% |
| 6M | +4.1% | +7.0% | -2.9% | +2.7% |
| YTD | +8.0% | +95.6% | -87.6% | +3.3% |
| 1Y | -13.7% | +197.2% | -210.9% | -19.3% |
| 3Y | -5.9% | +232.0% | -237.9% | -13.1% |
| 5Y | -8.6% | +102.2% | -110.8% | -13.9% |
| 10Y | +17.3% | +344.6% | -327.4% | +5.5% |
| All | +1,089.3% | +2,964.2% | -1,874.9% | +727.3% |
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