+32.6%
XYZ vs KMB
+13.3%
+19.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.2% | +0.4% | +2.3% |
| 7D | +14.9% | +3.4% | +11.5% | +13.1% |
| 30D | +14.7% | +14.7% | 0.0% | +9.4% |
| 3M | +12.1% | +3.3% | +8.8% | +10.2% |
| 6M | +18.3% | +16.8% | +1.5% | +15.3% |
| YTD | +36.1% | +15.2% | +20.8% | +37.1% |
| All | +32.6% | +13.3% | +19.2% | +34.0% |
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