+6.8%
KDP vs KMB
-8.4%
+15.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.2% |
| 7D | +1.3% | -3.0% | +4.3% | +2.6% |
| 30D | +6.0% | -5.5% | +11.5% | +8.5% |
| 3M | +9.2% | +14.0% | -4.8% | +3.5% |
| 6M | +14.7% | +4.1% | +10.6% | +12.6% |
| YTD | +19.2% | +8.0% | +11.1% | +15.2% |
| 1Y | +15.2% | -13.7% | +28.9% | +21.6% |
| 3Y | +6.0% | -5.9% | +11.9% | +6.6% |
| All | +6.8% | -8.4% | +15.2% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling