+4,609.2%
MU vs KMB
+38.7%
+4,570.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.7% | +13.6% | +12.0% |
| 7D | +2.0% | +0.1% | +2.0% | +2.0% |
| 30D | -18.0% | +10.2% | -28.2% | -18.8% |
| 3M | -6.6% | +1.5% | -8.0% | -6.9% |
| 6M | +2.0% | +16.6% | -14.6% | -1.0% |
| YTD | +184.5% | +12.1% | +172.4% | +177.6% |
| 1Y | +236.9% | +11.1% | +225.8% | +229.2% |
| 3Y | +987.0% | +1.9% | +985.0% | +939.1% |
| 5Y | +1,014.6% | -1.3% | +1,015.9% | +961.3% |
| 10Y | +4,609.2% | +37.8% | +4,571.4% | +3,596.1% |
| All | +4,609.2% | +38.7% | +4,570.5% | +3,596.1% |
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 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