-50.3%
TEAM vs KMB
-8.4%
-42.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -2.5% |
| 7D | -0.4% | -3.0% | +2.6% | -0.3% |
| 30D | +67.3% | -5.5% | +72.8% | +67.7% |
| 3M | +86.8% | +14.0% | +72.8% | +87.9% |
| 6M | +146.8% | +4.1% | +142.7% | +148.3% |
| YTD | +16.9% | +8.0% | +8.9% | +17.4% |
| 1Y | +12.8% | -13.7% | +26.5% | +14.3% |
| 3Y | -7.3% | -5.9% | -1.3% | -8.9% |
| All | -50.3% | -8.4% | -42.0% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling