-1.4%
LOW vs KMB
+11.9%
-13.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.1% | +3.4% | +4.9% |
| 7D | +15.6% | +0.4% | +15.3% | +15.3% |
| 30D | +28.6% | +14.0% | +14.6% | +19.0% |
| 3M | +5.8% | -1.3% | +7.2% | +6.3% |
| 6M | +3.8% | +16.7% | -12.9% | -4.8% |
| YTD | -2.8% | +12.0% | -14.8% | -8.4% |
| 1Y | -1.4% | +13.6% | -15.0% | -7.6% |
| All | -1.4% | +11.9% | -13.3% | -7.6% |
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