+6,610.0%
AXP vs KMB
+1,824.3%
+4,785.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.4% |
| 7D | -2.1% | -3.0% | +0.9% | -0.8% |
| 30D | -6.5% | -5.5% | -1.1% | -4.3% |
| 3M | +4.6% | +14.0% | -9.3% | -1.6% |
| 6M | +5.4% | +4.1% | +1.3% | +2.8% |
| YTD | -11.1% | +8.0% | -19.2% | -15.1% |
| 1Y | -0.3% | -13.7% | +13.4% | +4.2% |
| 3Y | +111.6% | -5.9% | +117.5% | +108.1% |
| 5Y | +117.6% | -8.6% | +126.2% | +113.8% |
| 10Y | +474.1% | +17.3% | +456.8% | +384.5% |
| All | +6,610.0% | +1,824.3% | +4,785.7% | +1,418.1% |
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