+199.8%
TER vs KMB
-14.3%
+214.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.8% | +8.2% | +4.6% |
| 7D | +0.6% | -4.2% | +4.8% | -0.7% |
| 30D | -8.3% | -6.6% | -1.7% | -10.1% |
| 3M | -12.2% | +12.6% | -24.9% | -11.5% |
| 6M | +17.0% | +2.9% | +14.2% | +15.2% |
| YTD | +84.6% | +6.8% | +77.8% | +86.0% |
| 1Y | +199.8% | -14.8% | +214.6% | +175.6% |
| All | +199.8% | -14.3% | +214.1% | +175.6% |
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