+302.0%
TRV vs KMB
+14.6%
+287.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | +1.9% | -6.5% | +8.4% | +4.3% |
| 30D | +1.7% | -8.8% | +10.5% | +5.0% |
| 3M | +23.9% | -2.2% | +26.1% | +24.6% |
| 6M | +26.3% | +0.7% | +25.6% | +25.4% |
| YTD | +30.8% | +1.0% | +29.8% | +29.4% |
| 1Y | +36.3% | -20.3% | +56.6% | +46.4% |
| 3Y | +145.0% | -13.3% | +158.3% | +152.3% |
| 5Y | +163.9% | -12.9% | +176.8% | +168.3% |
| All | +302.0% | +14.6% | +287.4% | +284.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling