+162.4%
GE vs KMB
+41.7%
+120.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.6% | +3.1% |
| 7D | +6.3% | +3.4% | +2.9% | +5.4% |
| 30D | +8.9% | +14.7% | -5.8% | +5.3% |
| 3M | -9.2% | +3.3% | -12.5% | -10.1% |
| 6M | +13.2% | +16.8% | -3.6% | +8.6% |
| YTD | +9.4% | +15.2% | -5.8% | +5.1% |
| 1Y | +9.8% | +13.3% | -3.5% | +5.8% |
| 3Y | +278.2% | +5.4% | +272.7% | +263.5% |
| 5Y | +396.0% | +2.7% | +393.3% | +376.0% |
| 10Y | +162.4% | +38.7% | +123.7% | +146.3% |
| All | +162.4% | +41.7% | +120.6% | +146.3% |
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