-2.7%
TEAM vs KMB
+13.3%
-16.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.4% |
| 7D | -17.2% | +3.4% | -20.6% | -17.5% |
| 30D | -25.1% | +14.7% | -39.8% | -26.4% |
| 3M | +3.9% | +3.3% | +0.6% | +3.6% |
| 6M | +69.1% | +16.8% | +52.3% | +75.7% |
| YTD | -4.5% | +15.2% | -19.7% | -1.2% |
| All | -2.7% | +13.3% | -16.0% | +0.6% |
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