+16.8%
KMB vs CG
+345.5%
-328.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.2% | -1.8% |
| 7D | -2.7% | -1.3% | -1.5% | -2.6% |
| 30D | -5.0% | -3.2% | -1.9% | -4.8% |
| 3M | +6.6% | +6.2% | +0.3% | +6.0% |
| 6M | +1.0% | -4.7% | +5.6% | +1.2% |
| YTD | +6.0% | -20.6% | +26.6% | +7.4% |
| 1Y | -16.6% | -26.4% | +9.7% | -15.2% |
| 3Y | -8.6% | +55.4% | -64.0% | -14.2% |
| 5Y | -10.9% | +9.8% | -20.7% | -15.2% |
| 10Y | +16.8% | +341.4% | -324.5% | +0.1% |
| All | +16.8% | +345.5% | -328.7% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CG 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling