-25.7%
NOW vs KMB
+2.6%
-28.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.5% | +0.5% |
| 7D | -3.1% | +3.4% | -6.5% | -3.4% |
| 30D | -27.0% | +14.7% | -41.7% | -28.1% |
| 3M | -17.7% | +3.3% | -21.0% | -18.1% |
| 6M | +12.7% | +16.8% | -4.1% | +11.7% |
| YTD | -32.9% | +15.2% | -48.1% | -33.5% |
| 1Y | -40.4% | +13.3% | -53.7% | -40.8% |
| 3Y | -17.1% | +5.4% | -22.5% | -20.9% |
| 5Y | -25.7% | +2.7% | -28.4% | -30.5% |
| All | -25.7% | +2.6% | -28.2% | -30.5% |
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