+19.4%
U vs KMB
+9.8%
+9.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.4% | +4.9% |
| 7D | +36.6% | +0.5% | +36.1% | +36.6% |
| 30D | +13.3% | +12.4% | +0.9% | +18.5% |
| 3M | +26.2% | +1.0% | +25.2% | +26.9% |
| 6M | +88.7% | +12.1% | +76.6% | +99.8% |
| YTD | +16.6% | +11.6% | +5.0% | +22.4% |
| All | +19.4% | +9.8% | +9.6% | +24.7% |
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