+1,288.1%
KDP vs KMB
+249.5%
+1,038.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.3% | -0.4% |
| 7D | +4.5% | +0.4% | +4.1% | +4.4% |
| 30D | +18.5% | +14.1% | +4.4% | +11.7% |
| 3M | +20.8% | -0.5% | +21.4% | +21.0% |
| 6M | +29.4% | +16.6% | +12.8% | +20.5% |
| YTD | +35.9% | +13.7% | +22.2% | +27.8% |
| 1Y | +42.5% | +16.1% | +26.4% | +32.6% |
| 3Y | +29.4% | +4.7% | +24.7% | +24.1% |
| 5Y | +15.8% | +1.5% | +14.3% | +11.6% |
| 10Y | +236.5% | +40.5% | +195.9% | +156.1% |
| All | +1,288.1% | +249.5% | +1,038.6% | +450.4% |
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