-4.2%
TLT vs KMB
-14.6%
+10.4%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | -0.4% | -3.0% | +2.6% | -0.2% |
| 30D | -0.6% | -5.5% | +4.9% | -0.3% |
| 3M | -2.7% | +14.0% | -16.7% | -3.3% |
| 6M | -5.6% | +4.1% | -9.7% | -5.9% |
| YTD | -2.8% | +8.0% | -10.8% | -3.0% |
| All | -4.2% | -14.6% | +10.4% | -4.1% |
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