+6.8%
NOW vs KMB
-8.4%
+15.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.8% |
| 7D | -2.4% | -3.0% | +0.7% | -2.1% |
| 30D | +20.5% | -5.5% | +26.0% | +21.0% |
| 3M | +18.3% | +14.0% | +4.4% | +18.0% |
| 6M | +24.1% | +4.1% | +20.0% | +24.5% |
| YTD | -7.8% | +8.0% | -15.8% | -7.9% |
| 1Y | -21.4% | -13.7% | -7.7% | -19.9% |
| 3Y | +19.5% | -5.9% | +25.5% | +17.1% |
| All | +6.8% | -8.4% | +15.2% | +0.6% |
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