+37.8%
KMB vs NDAQ
+475.0%
-437.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +0.1% | 0.0% | +0.1% | 0.0% |
| 30D | +10.2% | +16.3% | -6.1% | +5.7% |
| 3M | +1.5% | +15.8% | -14.3% | -2.6% |
| 6M | +16.6% | +24.8% | -8.2% | +9.3% |
| YTD | +12.1% | +14.1% | -2.0% | +7.1% |
| 1Y | +11.1% | +26.5% | -15.5% | +2.8% |
| 3Y | +1.9% | +119.1% | -117.2% | -21.8% |
| 5Y | -1.3% | +70.9% | -72.2% | -19.1% |
| 10Y | +37.8% | +479.7% | -441.9% | -27.3% |
| All | +37.8% | +475.0% | -437.3% | -27.3% |
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