+35,474.9%
LOW vs KMB
+1,824.3%
+33,650.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +2.0% |
| 7D | -1.7% | -3.0% | +1.3% | -0.4% |
| 30D | -7.0% | -5.5% | -1.6% | -4.8% |
| 3M | -0.9% | +14.0% | -14.9% | -6.4% |
| 6M | -20.1% | +4.1% | -24.2% | -21.5% |
| YTD | -13.9% | +8.0% | -22.0% | -16.9% |
| 1Y | -21.1% | -13.7% | -7.4% | -16.8% |
| 3Y | -6.6% | -5.9% | -0.7% | -6.2% |
| 5Y | +9.4% | -8.6% | +18.0% | +10.2% |
| 10Y | +220.5% | +17.3% | +203.2% | +182.0% |
| All | +35,474.9% | +1,824.3% | +33,650.6% | +8,204.2% |
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