+301.7%
JCI vs KMB
+41.7%
+260.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.2% | +1.6% | +4.0% |
| 7D | -3.4% | +3.4% | -6.8% | -4.4% |
| 30D | -10.1% | +14.7% | -24.8% | -13.7% |
| 3M | -6.8% | +3.3% | -10.1% | -8.0% |
| 6M | +2.0% | +16.8% | -14.8% | -3.5% |
| YTD | +19.2% | +15.2% | +4.0% | +13.0% |
| 1Y | +16.7% | +13.3% | +3.4% | +11.2% |
| 3Y | +194.3% | +5.4% | +188.9% | +178.4% |
| 5Y | +103.0% | +2.7% | +100.3% | +92.1% |
| 10Y | +301.7% | +38.7% | +263.1% | +256.0% |
| All | +301.7% | +41.7% | +260.0% | +256.0% |
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