+10.1%
KMB vs WY
-3.6%
+13.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.5% |
| 7D | +0.9% | -0.8% | +1.7% | +1.2% |
| 30D | +10.1% | +10.1% | 0.0% | +6.7% |
| 3M | 0.0% | -15.4% | +15.4% | +4.2% |
| 6M | +15.7% | -8.3% | +24.0% | +18.1% |
| YTD | +12.6% | -9.8% | +22.5% | +14.9% |
| 1Y | +10.1% | -3.9% | +14.0% | +11.0% |
| All | +10.1% | -3.6% | +13.7% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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