+4,200.1%
KR vs KMB
+1,787.1%
+2,413.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.4% | -1.7% |
| 7D | -1.3% | -2.7% | +1.4% | -0.3% |
| 30D | +1.5% | -5.0% | +6.5% | +3.3% |
| 3M | -8.5% | +6.6% | -15.1% | -10.6% |
| 6M | -21.9% | +1.0% | -22.8% | -22.5% |
| YTD | -6.9% | +6.0% | -12.8% | -9.2% |
| 1Y | -14.0% | -16.6% | +2.7% | -9.4% |
| 3Y | +30.3% | -8.6% | +38.9% | +31.9% |
| 5Y | +37.7% | -10.9% | +48.6% | +39.9% |
| 10Y | +125.2% | +16.8% | +108.3% | +103.1% |
| All | +4,200.1% | +1,787.1% | +2,413.1% | +1,137.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling