+29.9%
MCHP vs KMB
+11.9%
+18.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.1% | -7.4% | -2.5% |
| 7D | -5.4% | +0.4% | -5.7% | -5.2% |
| 30D | -7.5% | +14.0% | -21.6% | -5.1% |
| 3M | -6.0% | -1.3% | -4.7% | -6.6% |
| 6M | -20.1% | +16.7% | -36.8% | -17.0% |
| YTD | +20.2% | +12.0% | +8.3% | +29.9% |
| 1Y | +29.9% | +13.6% | +16.3% | +43.8% |
| All | +29.9% | +11.9% | +18.0% | +43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling