+246.2%
DIA vs KMB
+15.9%
+230.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.5% |
| 7D | +0.1% | -2.7% | +2.8% | +0.9% |
| 30D | -2.1% | -5.0% | +3.0% | -0.6% |
| 3M | +4.2% | +6.6% | -2.4% | +1.8% |
| 6M | +11.9% | +1.0% | +10.9% | +11.0% |
| YTD | +10.8% | +6.0% | +4.9% | +8.0% |
| 1Y | +17.5% | -16.6% | +34.1% | +23.2% |
| 3Y | +59.9% | -8.6% | +68.6% | +59.9% |
| 5Y | +64.1% | -10.9% | +75.0% | +64.0% |
| 10Y | +246.2% | +16.8% | +229.4% | +222.4% |
| All | +246.2% | +15.9% | +230.3% | +222.4% |
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