+9,321.7%
UNP vs KMB
+1,824.3%
+7,497.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.7% |
| 7D | -5.3% | -3.0% | -2.3% | -4.4% |
| 30D | -1.5% | -5.5% | +3.9% | +0.3% |
| 3M | +10.3% | +14.0% | -3.7% | +5.1% |
| 6M | +9.7% | +4.1% | +5.6% | +7.7% |
| YTD | +27.1% | +8.0% | +19.1% | +23.0% |
| 1Y | +32.6% | -13.7% | +46.3% | +37.7% |
| 3Y | +40.0% | -5.9% | +45.9% | +39.8% |
| 5Y | +50.8% | -8.6% | +59.5% | +50.9% |
| 10Y | +278.6% | +17.3% | +261.4% | +239.0% |
| All | +9,321.7% | +1,824.3% | +7,497.4% | +3,415.1% |
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