+3,310.4%
V vs KMB
+239.3%
+3,071.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.9% | +0.9% |
| 7D | +2.2% | +0.5% | +1.7% | +1.9% |
| 30D | +13.6% | +12.4% | +1.2% | +7.4% |
| 3M | +14.3% | +1.0% | +13.3% | +13.4% |
| 6M | +33.1% | +12.1% | +21.0% | +25.3% |
| YTD | +21.2% | +11.6% | +9.6% | +13.4% |
| 1Y | +26.4% | +13.1% | +13.3% | +17.3% |
| 3Y | +77.6% | +1.6% | +76.0% | +68.5% |
| 5Y | +102.6% | -0.3% | +102.9% | +90.7% |
| 10Y | +464.4% | +37.9% | +426.5% | +312.6% |
| All | +3,310.4% | +239.3% | +3,071.1% | +1,096.7% |
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 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