+1,079.5%
MPC vs KMB
+36.7%
+1,042.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.9% |
| 7D | -16.2% | +0.5% | -16.6% | -16.3% |
| 30D | -15.7% | +12.4% | -28.1% | -17.6% |
| 3M | +24.9% | +1.0% | +23.9% | +24.4% |
| 6M | +52.7% | +12.1% | +40.5% | +48.1% |
| YTD | +131.9% | +11.6% | +120.2% | +124.2% |
| 1Y | +96.6% | +13.1% | +83.5% | +89.5% |
| 3Y | +163.8% | +1.6% | +162.2% | +154.9% |
| 5Y | +533.1% | -0.3% | +533.4% | +503.8% |
| All | +1,079.5% | +36.7% | +1,042.7% | +960.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling