+239.3%
KDP vs KMB
+41.7%
+197.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | -0.3% |
| 7D | +0.3% | +3.4% | -3.1% | -0.8% |
| 30D | +16.3% | +14.7% | +1.6% | +11.1% |
| 3M | +24.0% | +3.3% | +20.7% | +22.6% |
| 6M | +30.0% | +16.8% | +13.2% | +23.5% |
| YTD | +36.1% | +15.2% | +20.9% | +29.7% |
| 1Y | +46.8% | +13.3% | +33.5% | +40.6% |
| 3Y | +30.5% | +5.4% | +25.0% | +27.1% |
| 5Y | +17.9% | +2.7% | +15.2% | +15.3% |
| 10Y | +239.3% | +38.7% | +200.6% | +198.1% |
| All | +239.3% | +41.7% | +197.5% | +198.1% |
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 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