-0.6%
KMB vs MSCI
+3.6%
-4.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.4% | -1.6% |
| 7D | +0.5% | +2.8% | -2.4% | +0.2% |
| 30D | +12.4% | +15.4% | -3.0% | +10.9% |
| 3M | +1.0% | +13.4% | -12.4% | -0.3% |
| 6M | +12.1% | +10.9% | +1.2% | +10.9% |
| YTD | +11.6% | +13.0% | -1.4% | +9.9% |
| 1Y | +13.1% | +12.0% | +1.1% | +11.5% |
| 3Y | +1.6% | +34.1% | -32.5% | -2.1% |
| All | -0.6% | +3.6% | -4.1% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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