+1,458.7%
DIS vs KMB
+1,824.3%
-365.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.2% |
| 7D | -2.6% | -3.0% | +0.5% | -1.5% |
| 30D | +3.5% | -5.5% | +9.0% | +5.5% |
| 3M | +6.8% | +14.0% | -7.2% | +1.8% |
| 6M | +3.0% | +4.1% | -1.1% | +1.3% |
| YTD | -6.7% | +8.0% | -14.8% | -9.6% |
| 1Y | -10.1% | -13.7% | +3.7% | -6.4% |
| 3Y | +33.0% | -5.9% | +39.0% | +32.5% |
| 5Y | -40.0% | -8.6% | -31.4% | -40.2% |
| 10Y | +21.1% | +17.3% | +3.8% | +7.1% |
| All | +1,458.7% | +1,824.3% | -365.6% | +394.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling