+23.0%
KMI vs KMB
+8.6%
+14.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.9% | +1.3% |
| 7D | +6.0% | -3.0% | +9.0% | +6.0% |
| 30D | -3.4% | +9.1% | -12.5% | -3.7% |
| 3M | +1.8% | -0.4% | +2.2% | +1.8% |
| 6M | +0.4% | +13.0% | -12.5% | -0.4% |
| YTD | +20.8% | +10.3% | +10.5% | +19.4% |
| 1Y | +23.0% | +8.2% | +14.8% | +22.4% |
| All | +23.0% | +8.6% | +14.4% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 1y: compounded portfolio wealth divided by compounded KMB 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…
1y analysis · Full analysis span regression · 6 months rolling