+106,206.6%
MU vs KMB
+1,824.3%
+104,382.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.6% |
| 7D | +9.0% | -3.0% | +12.0% | +9.9% |
| 30D | +13.8% | -5.5% | +19.3% | +15.6% |
| 3M | +2.1% | +14.0% | -11.9% | -3.4% |
| 6M | +153.8% | +4.1% | +149.7% | +146.7% |
| YTD | +256.4% | +8.0% | +248.3% | +241.7% |
| 1Y | +719.8% | -13.7% | +733.5% | +737.0% |
| 3Y | +1,360.4% | -5.9% | +1,366.3% | +1,313.7% |
| 5Y | +1,312.4% | -8.6% | +1,321.0% | +1,264.4% |
| 10Y | +6,142.6% | +17.3% | +6,125.3% | +5,265.8% |
| All | +106,206.6% | +1,824.3% | +104,382.4% | +26,727.7% |
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