+84.6%
MRK vs KMB
+11.9%
+72.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.1% | -0.2% | +2.6% |
| 7D | +6.7% | +0.4% | +6.3% | +6.5% |
| 30D | +7.8% | +14.0% | -6.3% | +3.1% |
| 3M | +18.2% | -1.3% | +19.5% | +18.5% |
| 6M | +34.7% | +16.7% | +18.0% | +29.3% |
| YTD | +45.8% | +12.0% | +33.8% | +42.2% |
| 1Y | +84.6% | +13.6% | +70.9% | +80.3% |
| All | +84.6% | +11.9% | +72.6% | +80.3% |
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