+13.5%
MCHP vs KMB
-20.5%
+34.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -2.0% |
| 7D | -2.1% | -7.7% | +5.6% | -3.1% |
| 30D | -11.1% | -8.2% | -2.9% | -12.1% |
| 3M | -18.1% | -1.9% | -16.2% | -18.2% |
| 6M | +10.8% | -0.7% | +11.4% | +10.6% |
| YTD | +14.2% | +1.4% | +12.9% | +15.2% |
| 1Y | +13.5% | -19.1% | +32.6% | +14.1% |
| All | +13.5% | -20.5% | +34.0% | +14.1% |
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