+14,183.4%
TER vs KMB
+1,824.3%
+12,359.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +6.0% |
| 7D | +0.6% | -3.0% | +3.7% | +1.6% |
| 30D | -8.3% | -5.5% | -2.8% | -6.7% |
| 3M | -12.2% | +14.0% | -26.2% | -17.3% |
| 6M | +17.1% | +4.1% | +13.0% | +14.0% |
| YTD | +84.7% | +8.0% | +76.6% | +77.2% |
| 1Y | +199.9% | -13.7% | +213.7% | +207.7% |
| 3Y | +232.8% | -5.9% | +238.7% | +224.1% |
| 5Y | +198.6% | -8.6% | +207.2% | +189.9% |
| 10Y | +1,669.7% | +17.3% | +1,652.5% | +1,415.0% |
| All | +14,183.4% | +1,824.3% | +12,359.1% | +4,627.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling