-10.5%
KMB vs NXT
+171.8%
-182.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.6% | -0.5% | -4.1% |
| 7D | -8.6% | -0.2% | -8.4% | -8.6% |
| 30D | -7.5% | -20.0% | +12.4% | -7.8% |
| 3M | -0.6% | -30.9% | +30.3% | -1.1% |
| 6M | -1.5% | -23.8% | +22.3% | -2.1% |
| YTD | +1.6% | -5.4% | +7.0% | +1.2% |
| 1Y | -20.8% | +28.0% | -48.8% | -21.2% |
| 3Y | -12.4% | +93.3% | -105.7% | -13.1% |
| All | -10.5% | +171.8% | -182.2% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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