+6,606.2%
AXP vs KMB
+1,925.1%
+4,681.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -3.0% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | +7.0% | +14.1% | -7.1% | +0.9% |
| 3M | -6.6% | -0.5% | -6.1% | -6.7% |
| 6M | +3.5% | +16.6% | -13.1% | -4.0% |
| YTD | -11.2% | +13.7% | -24.9% | -17.2% |
| 1Y | -10.2% | +16.1% | -26.2% | -17.1% |
| 3Y | +120.0% | +4.7% | +115.4% | +106.0% |
| 5Y | +95.6% | +1.5% | +94.0% | +82.9% |
| 10Y | +468.1% | +40.5% | +427.6% | +340.2% |
| All | +6,606.2% | +1,925.1% | +4,681.1% | +1,380.2% |
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 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