+3,297.7%
V vs KMB
+235.4%
+3,062.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.5% |
| 7D | -0.4% | -3.0% | +2.6% | +1.0% |
| 30D | +6.3% | +9.1% | -2.7% | +1.9% |
| 3M | +17.2% | -0.4% | +17.6% | +17.0% |
| 6M | +29.2% | +13.0% | +16.3% | +21.2% |
| YTD | +20.8% | +10.3% | +10.4% | +13.5% |
| 1Y | +25.0% | +8.2% | +16.8% | +18.5% |
| 3Y | +75.3% | +0.4% | +74.9% | +67.2% |
| 5Y | +105.8% | -2.7% | +108.5% | +96.0% |
| 10Y | +451.9% | +35.7% | +416.2% | +306.8% |
| All | +3,297.7% | +235.4% | +3,062.3% | +1,097.9% |
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