+7,105.1%
TRV vs KMB
+1,906.2%
+5,198.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.8% |
| 7D | +2.0% | +0.9% | +1.1% | +1.6% |
| 30D | +6.7% | +10.1% | -3.4% | +2.7% |
| 3M | +9.4% | 0.0% | +9.3% | +9.0% |
| 6M | +37.7% | +15.7% | +22.0% | +29.6% |
| YTD | +40.6% | +12.6% | +27.9% | +33.0% |
| 1Y | +42.4% | +10.1% | +32.3% | +35.9% |
| 3Y | +148.1% | +2.1% | +146.0% | +139.8% |
| 5Y | +181.7% | -0.7% | +182.3% | +172.1% |
| 10Y | +352.6% | +38.5% | +314.1% | +276.0% |
| All | +7,105.1% | +1,906.2% | +5,198.8% | +2,545.4% |
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 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