+160.5%
KMI vs KMB
-9.5%
+170.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.8% | +2.1% |
| 7D | -0.4% | -2.7% | +2.3% | 0.0% |
| 30D | +3.7% | -5.0% | +8.7% | +4.3% |
| 3M | +3.2% | +6.6% | -3.4% | +2.0% |
| 6M | -3.0% | +1.0% | -4.0% | -3.3% |
| YTD | +19.7% | +6.0% | +13.7% | +18.2% |
| 1Y | +25.6% | -16.6% | +42.3% | +28.6% |
| 3Y | +120.2% | -8.6% | +128.9% | +119.7% |
| 5Y | +160.5% | -10.9% | +171.3% | +158.3% |
| All | +160.5% | -9.5% | +170.0% | +158.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling