+19.9%
KMB vs FND
+70.0%
-50.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.7% |
| 7D | +6.0% | +6.8% | -0.8% | +5.4% |
| 30D | +13.5% | +13.1% | +0.4% | +12.2% |
| 3M | +3.8% | -13.1% | +16.8% | +4.8% |
| 6M | +15.6% | -0.6% | +16.1% | +15.3% |
| YTD | +14.0% | -15.5% | +29.5% | +14.8% |
| 1Y | +12.9% | -13.7% | +26.6% | +13.5% |
| 3Y | +3.7% | -35.0% | +38.7% | +5.1% |
| 5Y | -0.1% | -60.1% | +60.0% | +2.8% |
| All | +19.9% | +70.0% | -50.1% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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