+45.6%
BMY vs KMB
+11.9%
+33.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.1% | -0.1% | +2.6% |
| 7D | +6.0% | +0.4% | +5.6% | +5.8% |
| 30D | +9.1% | +14.0% | -4.9% | +5.0% |
| 3M | -2.6% | -1.3% | -1.3% | -2.6% |
| 6M | +13.1% | +16.7% | -3.6% | +7.6% |
| YTD | +23.0% | +12.0% | +11.0% | +19.1% |
| 1Y | +45.6% | +13.6% | +31.9% | +40.4% |
| All | +45.6% | +11.9% | +33.6% | +40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling