+78.2%
O vs KMB
+41.7%
+36.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | -0.5% |
| 7D | +3.3% | +3.4% | -0.1% | +1.9% |
| 30D | +10.3% | +14.7% | -4.4% | +4.4% |
| 3M | -3.5% | +3.3% | -6.7% | -4.9% |
| 6M | -1.3% | +16.8% | -18.1% | -7.7% |
| YTD | +10.3% | +15.2% | -4.9% | +3.3% |
| 1Y | +10.4% | +13.3% | -2.9% | +4.1% |
| 3Y | +40.0% | +5.4% | +34.6% | +33.3% |
| 5Y | +12.4% | +2.7% | +9.6% | +6.8% |
| 10Y | +78.2% | +38.7% | +39.6% | +44.1% |
| All | +78.2% | +41.7% | +36.5% | +44.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling