-0.1%
KMB vs NI
+111.5%
-111.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.2% |
| 7D | +6.0% | +1.5% | +4.5% | +5.5% |
| 30D | +13.5% | +11.9% | +1.6% | +9.4% |
| 3M | +3.8% | +9.1% | -5.4% | +0.8% |
| 6M | +15.6% | -1.8% | +17.3% | +16.1% |
| YTD | +14.0% | +11.4% | +2.7% | +9.5% |
| 1Y | +12.9% | +6.4% | +6.6% | +10.2% |
| 3Y | +3.7% | +98.2% | -94.5% | -20.5% |
| 5Y | -0.1% | +110.1% | -110.1% | -29.8% |
| All | -0.1% | +111.5% | -111.5% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling