+1,782.5%
KMB vs WM
+26,336.4%
-24,553.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.4% |
| 7D | -3.0% | -0.3% | -2.7% | -3.0% |
| 30D | -5.5% | -2.4% | -3.1% | -5.2% |
| 3M | +14.0% | +0.4% | +13.6% | +13.9% |
| 6M | +4.1% | -9.5% | +13.6% | +5.5% |
| YTD | +8.0% | +0.5% | +7.5% | +7.8% |
| 1Y | -13.7% | -1.1% | -12.7% | -13.7% |
| 3Y | -5.9% | +46.0% | -52.0% | -11.1% |
| 5Y | -8.6% | +51.8% | -60.4% | -14.2% |
| 10Y | +17.3% | +307.5% | -290.2% | -2.2% |
| All | +1,782.5% | +26,336.4% | -24,553.9% | +1,252.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling