+112.3%
KMI vs KMB
+210.2%
-97.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.1% | +2.3% |
| 7D | -5.1% | +6.0% | -11.1% | -6.8% |
| 30D | -3.1% | +13.5% | -16.6% | -6.9% |
| 3M | +0.2% | +3.8% | -3.5% | -1.2% |
| 6M | +1.1% | +15.6% | -14.5% | -4.0% |
| YTD | +17.7% | +14.0% | +3.7% | +11.9% |
| 1Y | +19.6% | +12.9% | +6.7% | +13.9% |
| 3Y | +117.6% | +3.7% | +113.9% | +108.2% |
| 5Y | +143.1% | -0.1% | +143.2% | +132.5% |
| 10Y | +142.0% | +41.1% | +100.9% | +95.7% |
| All | +112.3% | +210.2% | -97.9% | +8.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling