-11.0%
KR vs KMB
-19.6%
+8.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | -0.2% | -6.5% | +6.3% | +1.4% |
| 30D | +5.1% | -8.8% | +13.9% | +7.2% |
| 3M | -8.2% | -2.2% | -6.0% | -7.5% |
| 6M | -18.0% | +0.7% | -18.6% | -17.7% |
| YTD | -4.8% | +1.0% | -5.8% | -4.3% |
| 1Y | -11.0% | -20.3% | +9.3% | -4.7% |
| All | -11.0% | -19.6% | +8.5% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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