+521.8%
NOW vs KMB
+38.7%
+483.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.9% | +3.5% |
| 7D | -5.6% | +0.1% | -5.6% | -5.6% |
| 30D | -26.8% | +10.2% | -37.0% | -28.6% |
| 3M | -19.4% | +1.5% | -20.9% | -19.9% |
| 6M | +12.3% | +16.6% | -4.3% | +8.2% |
| YTD | -32.9% | +12.1% | -45.0% | -35.0% |
| 1Y | -40.3% | +11.1% | -51.4% | -42.1% |
| 3Y | -19.1% | +1.9% | -21.0% | -22.4% |
| 5Y | -24.4% | -1.3% | -23.1% | -27.5% |
| 10Y | +521.8% | +37.8% | +484.0% | +444.2% |
| All | +521.8% | +38.7% | +483.1% | +444.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling