-21.1%
LOW vs KMB
-14.3%
-6.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.0% | +2.4% |
| 7D | -1.7% | -4.2% | +2.5% | 0.0% |
| 30D | -7.0% | -6.6% | -0.4% | -4.4% |
| 3M | -0.9% | +12.6% | -13.5% | -4.6% |
| 6M | -20.1% | +2.9% | -22.9% | -21.5% |
| YTD | -13.9% | +6.8% | -20.7% | -15.8% |
| 1Y | -21.1% | -14.8% | -6.4% | -19.3% |
| All | -21.1% | -14.3% | -6.8% | -19.3% |
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