+13.8%
KMB vs NI
+143.3%
-129.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -7.7% | -0.6% | -7.1% | -7.5% |
| 30D | -8.2% | -1.4% | -6.8% | -7.8% |
| 3M | -1.9% | -10.6% | +8.7% | +2.0% |
| 6M | -0.7% | -9.9% | +9.2% | +2.9% |
| YTD | +1.4% | +1.2% | +0.2% | +0.5% |
| 1Y | -19.1% | +4.4% | -23.5% | -20.9% |
| 3Y | -12.6% | +68.6% | -81.2% | -29.3% |
| 5Y | -12.7% | +98.0% | -110.7% | -34.2% |
| All | +13.8% | +143.3% | -129.5% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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