+8.2%
KMB vs WM
+21.7%
-13.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -2.1% |
| 7D | -3.0% | +1.2% | -4.1% | -3.4% |
| 30D | +9.1% | +15.2% | -6.2% | +3.8% |
| 3M | -0.4% | +8.3% | -8.8% | -3.7% |
| 6M | +13.0% | +13.1% | -0.2% | +8.8% |
| YTD | +10.3% | +12.5% | -2.2% | +6.2% |
| 1Y | +8.2% | +21.8% | -13.6% | +3.0% |
| All | +8.2% | +21.7% | -13.5% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling