+45.5%
UNP vs KMB
+2.8%
+42.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -2.2% |
| 7D | -4.6% | +0.5% | -5.0% | -4.7% |
| 30D | +5.6% | +12.4% | -6.8% | +2.7% |
| 3M | -1.3% | +1.0% | -2.3% | -1.7% |
| 6M | +9.2% | +12.1% | -2.9% | +5.9% |
| YTD | +27.3% | +11.6% | +15.7% | +23.4% |
| 1Y | +35.9% | +13.1% | +22.8% | +31.3% |
| 3Y | +45.5% | +1.6% | +43.9% | +41.7% |
| All | +45.5% | +2.8% | +42.7% | +41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling