+41.1%
KMB vs EAT
+328.6%
-287.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | -0.9% |
| 7D | +6.0% | -5.9% | +11.9% | +6.2% |
| 30D | +13.5% | +0.7% | +12.8% | +13.4% |
| 3M | +3.8% | -14.2% | +18.0% | +4.2% |
| 6M | +15.6% | +40.7% | -25.1% | +14.2% |
| YTD | +14.0% | +36.0% | -22.0% | +12.7% |
| 1Y | +12.9% | +83.1% | -70.1% | +10.6% |
| 3Y | +3.7% | +474.8% | -471.1% | -2.4% |
| 5Y | -0.1% | +347.6% | -347.6% | -6.0% |
| 10Y | +41.1% | +321.5% | -280.4% | +36.7% |
| All | +41.1% | +328.6% | -287.5% | +36.7% |
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