+61.1%
NOK vs KMB
+1.1%
+60.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +0.8% |
| 7D | -2.7% | +6.0% | -8.7% | -2.5% |
| 30D | -20.4% | +13.5% | -33.9% | -20.4% |
| 3M | -9.6% | +3.8% | -13.4% | -9.4% |
| 6M | -35.6% | +15.6% | -51.2% | -36.3% |
| YTD | +27.5% | +14.0% | +13.5% | +26.2% |
| 1Y | +18.4% | +12.9% | +5.4% | +17.3% |
| 3Y | +151.8% | +3.7% | +148.1% | +146.8% |
| 5Y | +61.1% | -0.1% | +61.2% | +54.9% |
| All | +61.1% | +1.1% | +60.1% | +54.9% |
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