+376.8%
V vs KMB
+15.9%
+360.9%
-36.4%
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 | -1.7% | -1.9% | +0.2% | -1.1% |
| 7D | -1.1% | -2.7% | +1.6% | -0.2% |
| 30D | +1.9% | -5.0% | +6.9% | +3.5% |
| 3M | +15.5% | +6.6% | +9.0% | +13.1% |
| 6M | +16.6% | +1.0% | +15.6% | +15.8% |
| YTD | +5.7% | +6.0% | -0.2% | +3.1% |
| 1Y | +8.6% | -16.6% | +25.2% | +14.1% |
| 3Y | +52.5% | -8.6% | +61.1% | +53.5% |
| 5Y | +67.1% | -10.9% | +78.0% | +68.2% |
| 10Y | +376.8% | +16.8% | +360.0% | +351.4% |
| All | +376.8% | +15.9% | +360.9% | +351.4% |
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