+68,550.7%
MU vs KMB
+1,925.1%
+66,625.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | +1.5% | -19.0% | -17.9% |
| 7D | -29.7% | +0.4% | -30.1% | -30.0% |
| 30D | -37.2% | +14.1% | -51.4% | -40.0% |
| 3M | -26.5% | -0.5% | -26.0% | -27.0% |
| 6M | +2.6% | +16.6% | -14.0% | -4.4% |
| YTD | +130.1% | +13.7% | +116.4% | +115.9% |
| 1Y | +176.7% | +16.1% | +160.6% | +157.4% |
| 3Y | +813.1% | +4.7% | +808.4% | +748.9% |
| 5Y | +822.0% | +1.5% | +820.4% | +755.3% |
| 10Y | +3,936.2% | +40.5% | +3,895.7% | +3,140.7% |
| All | +68,550.7% | +1,925.1% | +66,625.6% | +16,846.0% |
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