+5,387.7%
O vs KMB
+920.7%
+4,467.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.2% |
| 7D | -0.7% | -3.0% | +2.3% | +0.3% |
| 30D | -1.9% | -5.5% | +3.6% | 0.0% |
| 3M | +3.8% | +14.0% | -10.1% | -1.0% |
| 6M | -4.7% | +4.1% | -8.8% | -6.5% |
| YTD | +12.5% | +8.0% | +4.4% | +8.8% |
| 1Y | +10.8% | -13.7% | +24.6% | +15.2% |
| 3Y | +28.8% | -5.9% | +34.7% | +29.0% |
| 5Y | +13.2% | -8.6% | +21.8% | +13.7% |
| 10Y | +53.5% | +17.3% | +36.2% | +39.6% |
| All | +5,387.7% | +920.7% | +4,467.0% | +3,066.3% |
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