+4,666.7%
WMB vs KMB
+1,887.9%
+2,778.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +0.3% |
| 7D | -13.8% | +0.5% | -14.3% | -14.1% |
| 30D | -10.3% | +12.4% | -22.7% | -14.3% |
| 3M | -10.1% | +1.0% | -11.0% | -11.0% |
| 6M | -11.8% | +12.1% | -24.0% | -16.3% |
| YTD | +8.9% | +11.6% | -2.7% | +3.1% |
| 1Y | +14.0% | +13.1% | +0.9% | +7.4% |
| 3Y | +100.5% | +1.6% | +99.0% | +91.7% |
| 5Y | +179.5% | -0.3% | +179.8% | +165.6% |
| 10Y | +272.7% | +37.9% | +234.8% | +203.8% |
| All | +4,666.7% | +1,887.9% | +2,778.8% | +1,461.8% |
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