+554.8%
MA vs KMB
+41.7%
+513.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.8% | -0.6% |
| 7D | -0.3% | +3.4% | -3.7% | -1.5% |
| 30D | +11.3% | +14.7% | -3.4% | +6.4% |
| 3M | +16.7% | +3.3% | +13.4% | +15.3% |
| 6M | +32.8% | +16.8% | +16.0% | +25.7% |
| YTD | +15.6% | +15.2% | +0.4% | +9.4% |
| 1Y | +19.6% | +13.3% | +6.3% | +13.8% |
| 3Y | +72.1% | +5.4% | +66.7% | +64.7% |
| 5Y | +96.0% | +2.7% | +93.3% | +87.6% |
| 10Y | +554.8% | +38.7% | +516.1% | +486.7% |
| All | +554.8% | +41.7% | +513.0% | +486.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling