+2,812.9%
MMM vs KMB
+1,824.3%
+988.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.8% | +0.7% |
| 7D | -3.3% | -3.0% | -0.3% | -2.2% |
| 30D | -7.0% | -5.5% | -1.5% | -5.1% |
| 3M | +10.8% | +14.0% | -3.2% | +5.3% |
| 6M | +5.8% | +4.1% | +1.7% | +3.8% |
| YTD | +6.8% | +8.0% | -1.3% | +3.2% |
| 1Y | +10.4% | -13.7% | +24.1% | +15.2% |
| 3Y | +104.7% | -5.9% | +110.6% | +104.6% |
| 5Y | +23.6% | -8.6% | +32.2% | +24.1% |
| 10Y | +54.1% | +17.3% | +36.8% | +37.6% |
| All | +2,812.9% | +1,824.3% | +988.6% | +997.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling