-11.2%
MDB vs KMB
+12.2%
-23.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.5% | +1.4% |
| 7D | -1.0% | +6.0% | -7.0% | -0.7% |
| 30D | -14.0% | +13.5% | -27.5% | -14.1% |
| 3M | -20.3% | +3.8% | -24.1% | -20.1% |
| 6M | +10.9% | +15.6% | -4.7% | +12.0% |
| YTD | -20.9% | +14.0% | -34.9% | -8.3% |
| 1Y | -11.2% | +12.9% | -24.1% | +1.6% |
| All | -11.2% | +12.2% | -23.4% | +1.6% |
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