+14.7%
KMB vs EAT
+370.1%
-355.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.2% | -0.9% | -4.0% |
| 7D | -8.6% | -6.8% | -1.8% | -8.4% |
| 30D | -7.5% | -5.4% | -2.2% | -7.4% |
| 3M | -0.6% | +42.8% | -43.4% | -1.8% |
| 6M | -1.5% | +56.5% | -58.1% | -3.0% |
| YTD | +1.6% | +50.0% | -48.4% | +0.2% |
| 1Y | -20.8% | +38.3% | -59.0% | -21.8% |
| 3Y | -12.4% | +591.6% | -604.0% | -17.9% |
| 5Y | -12.9% | +312.6% | -325.6% | -18.0% |
| 10Y | +14.7% | +381.4% | -366.7% | +10.0% |
| All | +14.7% | +370.1% | -355.4% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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