+167.8%
JCI vs KMB
-8.5%
+176.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.1% |
| 7D | +5.1% | -2.7% | +7.8% | +5.2% |
| 30D | -3.8% | -5.0% | +1.2% | -3.6% |
| 3M | +1.9% | +6.6% | -4.7% | +1.1% |
| 6M | +11.2% | +1.0% | +10.2% | +10.7% |
| YTD | +22.9% | +6.0% | +17.0% | +22.0% |
| 1Y | +37.4% | -16.6% | +54.0% | +38.4% |
| 3Y | +167.8% | -8.6% | +176.5% | +157.5% |
| All | +167.8% | -8.5% | +176.4% | +157.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling