+156.4%
MAR vs KMB
-9.5%
+165.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.9% |
| 7D | -1.7% | -2.7% | +1.0% | -1.2% |
| 30D | -6.9% | -5.0% | -1.9% | -6.0% |
| 3M | -15.8% | +6.6% | -22.4% | -16.7% |
| 6M | +1.9% | +1.0% | +1.0% | +1.5% |
| YTD | +6.6% | +6.0% | +0.7% | +5.3% |
| 1Y | +23.7% | -16.6% | +40.3% | +26.5% |
| 3Y | +64.6% | -8.6% | +73.2% | +63.8% |
| 5Y | +156.4% | -10.9% | +167.2% | +155.8% |
| All | +156.4% | -9.5% | +165.9% | +155.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling