-73.1%
SMR vs KMB
-14.3%
-58.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | -0.9% |
| 7D | +4.4% | -4.2% | +8.6% | +3.8% |
| 30D | +3.4% | -6.6% | +10.0% | +2.2% |
| 3M | -19.2% | +12.6% | -31.8% | -18.5% |
| 6M | -22.6% | +2.9% | -25.5% | -23.4% |
| YTD | -31.5% | +6.8% | -38.3% | -31.3% |
| 1Y | -73.1% | -14.8% | -58.3% | -73.7% |
| All | -73.1% | -14.3% | -58.8% | -73.7% |
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 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