+390.5%
GE vs KMB
-0.3%
+390.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +3.0% |
| 7D | +7.1% | +0.5% | +6.7% | +7.0% |
| 30D | +6.5% | +12.4% | -5.9% | +4.3% |
| 3M | -13.6% | +1.0% | -14.6% | -13.9% |
| 6M | +6.0% | +12.1% | -6.2% | +3.6% |
| YTD | +5.4% | +11.6% | -6.2% | +2.9% |
| 1Y | +6.5% | +13.1% | -6.7% | +3.7% |
| 3Y | +268.6% | +1.6% | +267.0% | +256.8% |
| All | +390.5% | -0.3% | +390.8% | +366.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling