+25.8%
TMO vs KMB
-14.3%
+40.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.4% |
| 7D | -1.4% | -4.2% | +2.8% | -0.9% |
| 30D | +6.2% | -6.6% | +12.8% | +7.0% |
| 3M | +27.5% | +12.6% | +14.8% | +26.2% |
| 6M | +20.0% | +2.9% | +17.1% | +19.1% |
| YTD | +6.1% | +6.8% | -0.6% | +5.5% |
| 1Y | +25.8% | -14.8% | +40.6% | +32.3% |
| All | +25.8% | -14.3% | +40.2% | +32.3% |
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