+5,975.2%
MU vs KMB
+17.2%
+5,958.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.3% |
| 7D | +9.0% | -3.0% | +12.0% | +9.3% |
| 30D | +13.8% | -5.5% | +19.3% | +14.5% |
| 3M | +2.1% | +14.0% | -11.9% | -0.7% |
| 6M | +153.8% | +4.1% | +149.7% | +150.5% |
| YTD | +256.4% | +8.0% | +248.3% | +249.3% |
| 1Y | +719.8% | -13.7% | +733.5% | +736.3% |
| 3Y | +1,360.4% | -5.9% | +1,366.3% | +1,321.2% |
| 5Y | +1,312.4% | -8.6% | +1,321.0% | +1,269.7% |
| All | +5,975.2% | +17.2% | +5,958.0% | +5,162.5% |
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