+83.1%
KO vs KMB
-13.0%
+96.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -1.1% | -7.7% | +6.6% | +2.2% |
| 30D | +1.6% | -8.2% | +9.8% | +5.2% |
| 3M | +5.8% | -1.9% | +7.6% | +6.3% |
| 6M | +14.3% | -0.7% | +15.0% | +14.1% |
| YTD | +27.3% | +1.4% | +25.9% | +25.7% |
| 1Y | +33.2% | -19.1% | +52.3% | +44.3% |
| 3Y | +64.5% | -12.6% | +77.1% | +69.4% |
| 5Y | +83.1% | -12.7% | +95.8% | +87.7% |
| All | +83.1% | -13.0% | +96.1% | +87.7% |
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