+13.0%
WMB vs KMB
+13.3%
-0.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.5% | +4.1% |
| 7D | -6.7% | +3.4% | -10.1% | -6.0% |
| 30D | -8.6% | +14.7% | -23.3% | -7.4% |
| 3M | -4.9% | +3.3% | -8.2% | -3.9% |
| 6M | -6.3% | +16.8% | -23.1% | -5.3% |
| YTD | +13.0% | +15.2% | -2.2% | +14.7% |
| All | +13.0% | +13.3% | -0.3% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling