+275.1%
BLK vs KMB
+14.6%
+260.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.7% |
| 7D | -3.3% | -6.5% | +3.2% | -1.0% |
| 30D | -6.5% | -8.8% | +2.3% | -3.4% |
| 3M | +6.7% | -2.2% | +8.9% | +7.2% |
| 6M | +14.7% | +0.7% | +14.1% | +13.7% |
| YTD | +2.5% | +1.0% | +1.5% | +1.1% |
| 1Y | -2.8% | -20.3% | +17.5% | +4.4% |
| 3Y | +65.9% | -13.3% | +79.1% | +69.0% |
| 5Y | +33.0% | -12.9% | +45.9% | +33.7% |
| All | +275.1% | +14.6% | +260.4% | +254.6% |
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