+6.8%
KMB vs FND
+57.3%
-50.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.0% |
| 7D | -8.6% | -0.8% | -7.8% | -8.6% |
| 30D | -7.5% | -19.6% | +12.1% | -5.8% |
| 3M | -0.6% | -4.3% | +3.7% | -0.3% |
| 6M | -1.5% | -20.4% | +18.9% | -0.1% |
| YTD | +1.6% | -21.9% | +23.5% | +3.1% |
| 1Y | -20.8% | -45.2% | +24.4% | -17.7% |
| 3Y | -12.4% | -49.2% | +36.8% | -9.5% |
| 5Y | -12.9% | -61.8% | +48.9% | -10.1% |
| All | +6.8% | +57.3% | -50.4% | -3.9% |
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