+370.1%
PSX vs KMB
+15.9%
+354.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.9% |
| 7D | +2.8% | -2.7% | +5.5% | +3.3% |
| 30D | +27.8% | -5.0% | +32.8% | +28.9% |
| 3M | +42.0% | +6.6% | +35.5% | +39.8% |
| 6M | +58.1% | +1.0% | +57.1% | +57.0% |
| YTD | +105.0% | +6.0% | +99.1% | +101.2% |
| 1Y | +104.9% | -16.6% | +121.5% | +111.4% |
| 3Y | +134.1% | -8.6% | +142.7% | +133.6% |
| 5Y | +363.8% | -10.9% | +374.7% | +359.9% |
| 10Y | +370.1% | +16.8% | +353.3% | +341.2% |
| All | +370.1% | +15.9% | +354.2% | +341.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling