+34.3%
KMB vs NDAQ
+476.9%
-442.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.9% |
| 7D | +0.5% | +0.8% | -0.4% | +0.2% |
| 30D | +12.4% | +16.5% | -4.1% | +7.8% |
| 3M | +1.0% | +13.5% | -12.5% | -2.6% |
| 6M | +12.1% | +20.9% | -8.8% | +6.0% |
| YTD | +11.6% | +11.4% | +0.2% | +7.4% |
| 1Y | +13.1% | +25.9% | -12.8% | +4.8% |
| 3Y | +1.6% | +119.9% | -118.3% | -22.3% |
| 5Y | -0.3% | +61.7% | -62.1% | -16.8% |
| All | +34.3% | +476.9% | -442.5% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling