+4,277.4%
MU vs KMB
+38.4%
+4,239.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.0% |
| 7D | -15.2% | +6.0% | -21.2% | -15.6% |
| 30D | -29.5% | +13.5% | -43.0% | -30.4% |
| 3M | -15.8% | +3.8% | -19.5% | -16.2% |
| 6M | -2.9% | +15.6% | -18.5% | -5.5% |
| YTD | +154.2% | +14.0% | +140.2% | +147.9% |
| 1Y | +186.6% | +12.9% | +173.7% | +179.7% |
| 3Y | +871.5% | +3.7% | +867.8% | +827.6% |
| 5Y | +911.7% | -0.1% | +911.7% | +863.9% |
| 10Y | +4,277.4% | +41.1% | +4,236.2% | +3,277.3% |
| All | +4,277.4% | +38.4% | +4,239.0% | +3,277.3% |
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 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