+183.7%
NOK vs KMB
-8.5%
+192.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.9% | +8.1% | +6.0% |
| 7D | +7.3% | -2.7% | +10.0% | +7.0% |
| 30D | +13.8% | -5.0% | +18.8% | +13.3% |
| 3M | -27.0% | +6.6% | -33.6% | -27.1% |
| 6M | +37.6% | +1.0% | +36.6% | +38.3% |
| YTD | +64.6% | +6.0% | +58.6% | +64.5% |
| 1Y | +132.0% | -16.6% | +148.7% | +138.7% |
| 3Y | +183.7% | -8.6% | +192.3% | +172.8% |
| All | +183.7% | -8.5% | +192.2% | +172.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling