+10.9%
NEE vs KMB
-9.5%
+20.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.2% |
| 7D | +1.1% | -2.7% | +3.8% | +2.1% |
| 30D | -0.2% | -5.0% | +4.8% | +1.7% |
| 3M | +0.5% | +6.6% | -6.0% | -2.4% |
| 6M | -6.5% | +1.0% | -7.5% | -7.5% |
| YTD | +6.7% | +6.0% | +0.7% | +3.3% |
| 1Y | +23.6% | -16.6% | +40.2% | +32.1% |
| 3Y | +37.1% | -8.6% | +45.8% | +38.4% |
| 5Y | +10.9% | -10.9% | +21.8% | +11.0% |
| All | +10.9% | -9.5% | +20.5% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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