-51.7%
TE vs KMB
+10.7%
-62.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.6% | +1.3% |
| 7D | -22.0% | +0.1% | -22.0% | -21.6% |
| 30D | -33.6% | +10.2% | -43.9% | -26.5% |
| 3M | -61.1% | +1.5% | -62.5% | -60.3% |
| 6M | -64.7% | +16.6% | -81.4% | -58.2% |
| YTD | -68.1% | +12.1% | -80.2% | -62.2% |
| 1Y | -51.7% | +11.1% | -62.8% | -43.0% |
| All | -51.7% | +10.7% | -62.4% | -43.0% |
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