+138.7%
TRV vs KMB
-12.8%
+151.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +1.4% |
| 7D | +0.2% | -8.6% | +8.8% | +2.5% |
| 30D | -2.3% | -7.5% | +5.2% | -0.4% |
| 3M | +22.7% | -0.6% | +23.3% | +22.9% |
| 6M | +21.9% | -1.5% | +23.5% | +22.2% |
| YTD | +27.5% | +1.6% | +25.9% | +26.5% |
| 1Y | +36.2% | -20.8% | +57.0% | +44.2% |
| All | +138.7% | -12.8% | +151.5% | +146.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling