+10.1%
KMB vs WM
+21.5%
-11.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +0.9% | +3.2% | -2.3% | -0.3% |
| 30D | +10.1% | +13.0% | -2.9% | +5.4% |
| 3M | 0.0% | +9.2% | -9.2% | -3.4% |
| 6M | +15.7% | +13.6% | +2.0% | +11.4% |
| YTD | +12.6% | +12.4% | +0.3% | +8.4% |
| 1Y | +10.1% | +21.2% | -11.1% | +5.0% |
| All | +10.1% | +21.5% | -11.4% | +5.0% |
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