+7,238.0%
NEE vs KMB
+1,824.3%
+5,413.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.2% |
| 7D | +1.9% | -3.0% | +5.0% | +2.9% |
| 30D | -2.2% | -5.5% | +3.3% | -0.5% |
| 3M | -1.2% | +14.0% | -15.2% | -5.5% |
| 6M | -8.6% | +4.1% | -12.6% | -10.2% |
| YTD | +6.2% | +8.0% | -1.9% | +3.0% |
| 1Y | +21.1% | -13.7% | +34.8% | +25.3% |
| 3Y | +36.4% | -5.9% | +42.3% | +37.0% |
| 5Y | +11.4% | -8.6% | +20.0% | +12.4% |
| 10Y | +250.0% | +17.3% | +232.7% | +226.6% |
| All | +7,238.0% | +1,824.3% | +5,413.7% | +3,565.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling