+345.8%
PSX vs KMB
+41.7%
+304.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.2% | -0.3% | +2.5% |
| 7D | -8.0% | +3.4% | -11.4% | -8.5% |
| 30D | -9.0% | +14.7% | -23.7% | -11.2% |
| 3M | +24.7% | +3.3% | +21.5% | +23.8% |
| 6M | +49.3% | +16.8% | +32.5% | +44.4% |
| YTD | +100.2% | +15.2% | +85.0% | +93.4% |
| 1Y | +88.8% | +13.3% | +75.5% | +83.1% |
| 3Y | +152.5% | +5.4% | +147.1% | +144.4% |
| 5Y | +283.2% | +2.7% | +280.5% | +266.6% |
| 10Y | +345.8% | +38.7% | +307.2% | +296.6% |
| All | +345.8% | +41.7% | +304.1% | +296.6% |
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