+475.2%
TEAM vs KMB
+15.9%
+459.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.9% | -5.0% | -6.7% |
| 7D | -5.7% | -2.7% | -3.0% | -5.4% |
| 30D | +18.3% | -5.0% | +23.4% | +19.0% |
| 3M | +80.2% | +6.6% | +73.7% | +79.9% |
| 6M | +111.0% | +1.0% | +110.0% | +111.5% |
| YTD | +8.8% | +6.0% | +2.9% | +8.5% |
| 1Y | +2.2% | -16.6% | +18.8% | +4.1% |
| 3Y | -14.6% | -8.6% | -6.0% | -14.9% |
| 5Y | -53.8% | -10.9% | -42.9% | -54.2% |
| 10Y | +475.2% | +16.8% | +458.4% | +501.0% |
| All | +475.2% | +15.9% | +459.3% | +501.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling