+53.5%
AZN vs KMB
+2.0%
+51.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.2% |
| 7D | -1.9% | +0.1% | -1.9% | -1.9% |
| 30D | +17.1% | +10.2% | +6.9% | +13.9% |
| 3M | +16.8% | +1.5% | +15.4% | +16.0% |
| 6M | +2.0% | +16.6% | -14.6% | -2.0% |
| YTD | +1.9% | +12.1% | -10.1% | -1.3% |
| 1Y | +5.2% | +11.1% | -5.9% | +2.0% |
| All | +53.5% | +2.0% | +51.5% | +47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling