+485.4%
ABBV vs KMB
+15.9%
+469.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -2.3% |
| 7D | -4.3% | -2.7% | -1.6% | -3.4% |
| 30D | +1.1% | -5.0% | +6.1% | +2.9% |
| 3M | +12.3% | +6.6% | +5.8% | +9.7% |
| 6M | +9.8% | +1.0% | +8.8% | +9.0% |
| YTD | +11.5% | +6.0% | +5.5% | +8.6% |
| 1Y | +22.3% | -16.6% | +38.9% | +29.2% |
| 3Y | +85.2% | -8.6% | +93.8% | +88.0% |
| 5Y | +170.8% | -10.9% | +181.7% | +174.8% |
| 10Y | +485.4% | +16.8% | +468.6% | +437.2% |
| All | +485.4% | +15.9% | +469.6% | +437.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling