+16.8%
KMB vs NDAQ
+372.3%
-355.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.4% |
| 7D | -2.7% | -2.6% | -0.2% | -2.1% |
| 30D | -5.0% | +0.5% | -5.5% | -5.2% |
| 3M | +6.6% | +9.9% | -3.3% | +3.6% |
| 6M | +1.0% | +8.2% | -7.2% | -1.6% |
| YTD | +6.0% | -1.5% | +7.4% | +5.5% |
| 1Y | -16.6% | +1.3% | -17.9% | -17.9% |
| 3Y | -8.6% | +92.6% | -101.2% | -27.5% |
| 5Y | -10.9% | +53.8% | -64.7% | -25.3% |
| 10Y | +16.8% | +376.0% | -359.1% | -33.9% |
| All | +16.8% | +372.3% | -355.5% | -33.9% |
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