-36.6%
MCHP vs KMB
+13.6%
-50.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +2.5% |
| 7D | -17.5% | +0.1% | -17.6% | -17.5% |
| 30D | -15.8% | +10.2% | -26.1% | -12.9% |
| 3M | -22.9% | +1.5% | -24.3% | -23.0% |
| 6M | -36.6% | +16.6% | -53.2% | -27.2% |
| All | -36.6% | +13.6% | -50.2% | -27.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling