+38.1%
O vs KMB
+2.8%
+35.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.1% | -0.2% |
| 7D | +3.7% | +0.5% | +3.3% | +3.5% |
| 30D | +11.2% | +12.4% | -1.2% | +7.3% |
| 3M | -4.0% | +1.0% | -5.0% | -4.4% |
| 6M | -5.2% | +12.1% | -17.4% | -8.6% |
| YTD | +9.5% | +11.6% | -2.1% | +5.4% |
| 1Y | +10.6% | +13.1% | -2.5% | +6.0% |
| 3Y | +38.1% | +1.6% | +36.5% | +32.1% |
| All | +38.1% | +2.8% | +35.3% | +32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling