+3,812.0%
MRK vs KMB
+1,824.3%
+1,987.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -0.7% |
| 7D | +1.3% | -3.0% | +4.4% | +2.5% |
| 30D | +17.1% | -5.5% | +22.6% | +19.7% |
| 3M | +25.9% | +14.0% | +11.9% | +19.4% |
| 6M | +26.8% | +4.1% | +22.7% | +24.3% |
| YTD | +44.9% | +8.0% | +36.9% | +39.8% |
| 1Y | +84.8% | -13.7% | +98.6% | +93.6% |
| 3Y | +50.1% | -5.9% | +56.1% | +51.0% |
| 5Y | +127.4% | -8.6% | +136.0% | +129.0% |
| 10Y | +240.0% | +17.3% | +222.7% | +202.8% |
| All | +3,812.0% | +1,824.3% | +1,987.7% | +1,206.1% |
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