+72,065.9%
MU vs KMB
+1,887.9%
+70,178.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.8% | +7.0% | +5.6% |
| 7D | -22.0% | +0.5% | -22.5% | -22.3% |
| 30D | -36.6% | +12.4% | -49.0% | -39.1% |
| 3M | -21.7% | +1.0% | -22.7% | -22.6% |
| 6M | +3.5% | +12.1% | -8.6% | -2.4% |
| YTD | +141.9% | +11.6% | +130.3% | +128.1% |
| 1Y | +189.8% | +13.1% | +176.7% | +171.7% |
| 3Y | +855.4% | +1.6% | +853.8% | +796.4% |
| 5Y | +869.2% | -0.3% | +869.5% | +803.6% |
| 10Y | +4,142.8% | +37.9% | +4,104.9% | +3,323.7% |
| All | +72,065.9% | +1,887.9% | +70,178.0% | +17,802.8% |
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