-8.0%
KMB vs EAT
+350.4%
-358.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.6% |
| 7D | -3.0% | 0.0% | -3.1% | -3.0% |
| 30D | -5.5% | +1.9% | -7.4% | -5.6% |
| 3M | +14.0% | +68.7% | -54.7% | +11.3% |
| 6M | +4.1% | +66.9% | -62.8% | +1.6% |
| YTD | +8.0% | +60.4% | -52.4% | +5.5% |
| 1Y | -13.7% | +44.0% | -57.7% | -15.6% |
| 3Y | -5.9% | +604.7% | -610.6% | -15.5% |
| All | -8.0% | +350.4% | -358.5% | -18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling