-11.4%
TEAM vs KMB
+2.8%
-14.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.8% | -14.3% | -16.2% |
| 7D | -19.8% | +0.5% | -20.3% | -19.8% |
| 30D | -21.5% | +12.4% | -33.9% | -21.4% |
| 3M | +39.5% | +1.0% | +38.5% | +39.5% |
| 6M | +73.1% | +12.1% | +60.9% | +76.3% |
| YTD | -5.2% | +11.6% | -16.8% | -3.4% |
| 1Y | -1.6% | +13.1% | -14.7% | +0.5% |
| 3Y | -11.4% | +1.6% | -13.0% | -14.3% |
| All | -11.4% | +2.8% | -14.2% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling