+31.9%
DIS vs KMB
+39.0%
-7.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | 0.0% |
| 7D | +1.9% | +0.9% | +1.0% | +1.6% |
| 30D | +9.2% | +10.1% | -0.9% | +6.0% |
| 3M | +13.5% | 0.0% | +13.5% | +13.3% |
| 6M | +14.3% | +15.7% | -1.4% | +9.2% |
| YTD | +5.4% | +12.6% | -7.3% | +1.3% |
| 1Y | +12.2% | +10.1% | +2.0% | +8.5% |
| 3Y | +37.2% | +2.1% | +35.0% | +33.0% |
| 5Y | -23.1% | -0.7% | -22.5% | -25.5% |
| All | +31.9% | +39.0% | -7.1% | +17.6% |
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