+1,822.5%
KMB vs NI
+5,686.0%
-3,863.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.7% |
| 7D | -3.0% | +3.1% | -6.0% | -3.8% |
| 30D | +9.1% | +11.2% | -2.1% | +5.7% |
| 3M | -0.4% | +9.8% | -10.3% | -3.2% |
| 6M | +13.0% | -1.6% | +14.6% | +13.3% |
| YTD | +10.3% | +12.6% | -2.3% | +6.2% |
| 1Y | +8.2% | +7.8% | +0.4% | +5.5% |
| 3Y | +0.4% | +100.5% | -100.1% | -19.3% |
| 5Y | -2.7% | +114.4% | -117.1% | -23.9% |
| 10Y | +35.7% | +193.9% | -158.3% | -5.2% |
| All | +1,822.5% | +5,686.0% | -3,863.5% | +431.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling