+12,982.6%
LMT vs KMB
+1,865.2%
+11,117.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.5% |
| 7D | +4.8% | -3.0% | +7.8% | +5.7% |
| 30D | +19.9% | +9.1% | +10.8% | +16.8% |
| 3M | +0.2% | -0.4% | +0.6% | 0.0% |
| 6M | +17.4% | +13.0% | +4.5% | +12.8% |
| YTD | +27.2% | +10.3% | +16.8% | +22.6% |
| 1Y | +35.6% | +8.2% | +27.4% | +31.3% |
| 3Y | +47.1% | +0.4% | +46.7% | +43.7% |
| 5Y | +103.7% | -2.7% | +106.4% | +99.2% |
| 10Y | +203.5% | +35.7% | +167.8% | +166.0% |
| All | +12,982.6% | +1,865.2% | +11,117.4% | +6,186.4% |
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 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