+266.4%
KDP vs KMB
+38.7%
+227.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.3% |
| 7D | +4.0% | +0.1% | +3.9% | +3.9% |
| 30D | +16.8% | +10.2% | +6.6% | +13.0% |
| 3M | +32.0% | +1.5% | +30.6% | +31.3% |
| 6M | +35.2% | +16.6% | +18.5% | +28.5% |
| YTD | +40.9% | +12.1% | +28.8% | +35.6% |
| 1Y | +47.7% | +11.1% | +36.6% | +42.4% |
| 3Y | +34.8% | +1.9% | +32.9% | +32.7% |
| 5Y | +22.6% | -1.3% | +23.9% | +21.4% |
| 10Y | +266.4% | +37.8% | +228.6% | +218.8% |
| All | +266.4% | +38.7% | +227.7% | +218.8% |
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 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