+2,149.4%
JCI vs KMB
+1,887.9%
+261.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.6% | +3.3% |
| 7D | -9.4% | +0.5% | -9.8% | -9.8% |
| 30D | -13.4% | +12.4% | -25.8% | -17.3% |
| 3M | -12.4% | +1.0% | -13.4% | -13.4% |
| 6M | -5.1% | +12.1% | -17.3% | -10.3% |
| YTD | +13.7% | +11.6% | +2.1% | +7.6% |
| 1Y | +11.4% | +13.1% | -1.7% | +4.8% |
| 3Y | +175.9% | +1.6% | +174.3% | +163.5% |
| 5Y | +98.4% | -0.3% | +98.7% | +89.3% |
| 10Y | +311.2% | +37.9% | +273.2% | +239.7% |
| All | +2,149.4% | +1,887.9% | +261.5% | +526.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling