+1,744.2%
TER vs KMB
+15.9%
+1,728.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.1% | +4.5% |
| 7D | +11.0% | -2.7% | +13.7% | +11.4% |
| 30D | -1.9% | -5.0% | +3.2% | -1.2% |
| 3M | -0.7% | +6.6% | -7.2% | -2.6% |
| 6M | +36.4% | +1.0% | +35.4% | +34.9% |
| YTD | +92.4% | +6.0% | +86.5% | +88.6% |
| 1Y | +213.5% | -16.6% | +230.2% | +220.8% |
| 3Y | +277.2% | -8.6% | +285.9% | +270.9% |
| 5Y | +219.1% | -10.9% | +230.0% | +212.4% |
| 10Y | +1,744.2% | +16.8% | +1,727.4% | +1,652.0% |
| All | +1,744.2% | +15.9% | +1,728.4% | +1,652.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling