+293.5%
JCI vs KMB
+39.0%
+254.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.3% | -2.8% |
| 7D | +3.2% | +0.9% | +2.3% | +2.9% |
| 30D | -8.6% | +10.1% | -18.7% | -11.3% |
| 3M | -7.7% | 0.0% | -7.8% | -8.2% |
| 6M | -2.6% | +15.7% | -18.3% | -7.7% |
| YTD | +17.4% | +12.6% | +4.7% | +11.8% |
| 1Y | +16.9% | +10.1% | +6.8% | +12.1% |
| 3Y | +186.7% | +2.1% | +184.6% | +173.5% |
| 5Y | +95.4% | -0.7% | +96.0% | +86.5% |
| All | +293.5% | +39.0% | +254.6% | +240.2% |
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