+40,541.9%
LOW vs KMB
+1,952.1%
+38,589.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.2% | +0.1% | +2.0% |
| 7D | +6.4% | +3.4% | +3.0% | +4.9% |
| 30D | +25.6% | +14.7% | +10.9% | +18.4% |
| 3M | +4.6% | +3.3% | +1.3% | +3.1% |
| 6M | +2.5% | +16.8% | -14.3% | -4.2% |
| YTD | -1.6% | +15.2% | -16.9% | -7.6% |
| 1Y | +1.7% | +13.3% | -11.6% | -3.8% |
| 3Y | +29.4% | +5.4% | +24.0% | +23.9% |
| 5Y | +9.6% | +2.7% | +6.9% | +5.3% |
| 10Y | +313.3% | +38.7% | +274.7% | +238.6% |
| All | +40,541.9% | +1,952.1% | +38,589.8% | +9,131.9% |
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