+209.9%
BKNG vs KMB
+15.0%
+194.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -10.7% | -7.7% | -3.0% | -9.0% |
| 30D | -18.1% | -8.2% | -9.9% | -16.4% |
| 3M | +8.5% | -1.9% | +10.4% | +9.4% |
| 6M | -0.1% | -0.7% | +0.6% | +0.4% |
| YTD | -18.2% | +1.4% | -19.6% | -18.3% |
| 1Y | -19.9% | -19.1% | -0.7% | -16.4% |
| 3Y | +41.6% | -12.6% | +54.2% | +43.6% |
| 5Y | +93.1% | -12.7% | +105.8% | +94.2% |
| All | +209.9% | +15.0% | +194.9% | +189.4% |
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 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