-4.8%
SPOT vs KMB
+10.7%
-15.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.0% |
| 7D | -3.0% | +0.1% | -3.0% | -3.0% |
| 30D | +15.2% | +10.2% | +5.0% | +12.4% |
| 3M | +21.6% | +1.5% | +20.1% | +20.7% |
| 6M | +45.2% | +16.6% | +28.6% | +42.7% |
| YTD | +4.9% | +12.1% | -7.2% | +5.5% |
| 1Y | -4.8% | +11.1% | -15.8% | -4.1% |
| All | -4.8% | +10.7% | -15.5% | -4.1% |
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