+6.6%
ON vs KMB
+2.5%
+4.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.1% | -5.7% | -3.3% |
| 7D | +12.2% | +0.9% | +11.3% | +12.4% |
| 30D | -3.1% | +10.1% | -13.2% | -1.7% |
| 3M | -12.9% | 0.0% | -12.9% | -12.6% |
| 6M | -38.6% | +15.7% | -54.3% | -37.8% |
| YTD | +31.2% | +12.6% | +18.6% | +33.1% |
| 1Y | +47.6% | +10.1% | +37.5% | +49.8% |
| 3Y | +6.6% | +2.1% | +4.5% | +6.7% |
| All | +6.6% | +2.5% | +4.1% | +6.7% |
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