+87.9%
PSX vs KMB
+13.3%
+74.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.2% | -0.3% | +3.7% |
| 7D | -8.0% | +3.4% | -11.4% | -7.1% |
| 30D | -9.0% | +14.7% | -23.7% | -6.0% |
| 3M | +24.7% | +3.3% | +21.5% | +26.4% |
| 6M | +49.3% | +16.8% | +32.5% | +54.7% |
| YTD | +100.2% | +15.2% | +85.0% | +106.2% |
| All | +87.9% | +13.3% | +74.6% | +94.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling