+6,477.2%
TRV vs KMB
+1,824.3%
+4,652.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -0.7% |
| 7D | -0.1% | -3.0% | +2.9% | +1.0% |
| 30D | -3.4% | -5.5% | +2.0% | -1.4% |
| 3M | +26.4% | +14.0% | +12.4% | +20.0% |
| 6M | +19.3% | +4.1% | +15.2% | +16.9% |
| YTD | +28.3% | +8.0% | +20.3% | +23.7% |
| 1Y | +34.3% | -13.7% | +48.0% | +40.2% |
| 3Y | +140.1% | -5.9% | +146.1% | +140.0% |
| 5Y | +155.7% | -8.6% | +164.3% | +155.7% |
| 10Y | +285.5% | +17.3% | +268.3% | +242.3% |
| All | +6,477.2% | +1,824.3% | +4,652.9% | +2,360.2% |
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