+103.0%
PSX vs KMB
-20.2%
+123.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | 0.0% |
| 7D | +1.8% | -8.6% | +10.4% | +0.4% |
| 30D | +21.6% | -7.5% | +29.2% | +20.2% |
| 3M | +46.5% | -0.6% | +47.1% | +46.0% |
| 6M | +62.0% | -1.5% | +63.6% | +62.7% |
| YTD | +106.3% | +1.6% | +104.7% | +107.6% |
| 1Y | +103.0% | -20.8% | +123.7% | +100.1% |
| All | +103.0% | -20.2% | +123.1% | +100.1% |
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 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