+514.0%
NOW vs KMB
+39.0%
+475.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +1.1% |
| 7D | +0.3% | +0.9% | -0.6% | +0.1% |
| 30D | -27.0% | +10.1% | -37.0% | -28.7% |
| 3M | -19.6% | 0.0% | -19.7% | -19.9% |
| 6M | +17.5% | +15.7% | +1.8% | +13.4% |
| YTD | -33.3% | +12.6% | -45.9% | -35.4% |
| 1Y | -39.8% | +10.1% | -50.0% | -41.5% |
| 3Y | -19.9% | +2.1% | -22.1% | -23.2% |
| 5Y | -26.1% | -0.7% | -25.4% | -29.2% |
| All | +514.0% | +39.0% | +475.0% | +436.4% |
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