+1,635.0%
DIS vs KMB
+1,925.1%
-290.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -2.0% |
| 7D | +5.7% | +0.4% | +5.3% | +5.5% |
| 30D | +12.7% | +14.1% | -1.5% | +7.5% |
| 3M | +15.2% | -0.5% | +15.7% | +15.2% |
| 6M | +17.6% | +16.6% | +1.0% | +11.1% |
| YTD | +3.8% | +13.7% | -9.9% | -1.3% |
| 1Y | +6.8% | +16.1% | -9.3% | +0.7% |
| 3Y | +42.1% | +4.7% | +37.4% | +36.2% |
| 5Y | -31.2% | +1.5% | -32.7% | -33.9% |
| 10Y | +37.6% | +40.5% | -2.9% | +14.0% |
| All | +1,635.0% | +1,925.1% | -290.1% | +440.1% |
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