+35.5%
KMB vs ZBRA
+373.1%
-337.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.3% |
| 7D | -3.0% | -1.2% | -1.8% | -2.9% |
| 30D | +9.1% | -17.8% | +26.8% | +10.8% |
| 3M | -0.4% | -16.0% | +15.6% | +1.0% |
| 6M | +13.0% | +31.4% | -18.5% | +10.0% |
| YTD | +10.3% | +30.9% | -20.5% | +7.1% |
| 1Y | +8.2% | +24.3% | -16.1% | +5.5% |
| 3Y | +0.4% | +54.2% | -53.8% | -6.4% |
| 5Y | -2.7% | -46.3% | +43.6% | -0.1% |
| All | +35.5% | +373.1% | -337.6% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling