+17.0%
KDP vs KMB
-0.3%
+17.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.1% |
| 7D | +2.2% | +0.5% | +1.8% | +2.1% |
| 30D | +19.9% | +12.4% | +7.6% | +14.1% |
| 3M | +21.5% | +1.0% | +20.5% | +20.9% |
| 6M | +30.1% | +12.1% | +18.0% | +23.9% |
| YTD | +34.9% | +11.6% | +23.3% | +28.5% |
| 1Y | +43.4% | +13.1% | +30.3% | +35.7% |
| 3Y | +29.1% | +1.6% | +27.5% | +25.3% |
| All | +17.0% | -0.3% | +17.3% | +11.6% |
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