+1,980.5%
NOW vs KMB
+126.9%
+1,853.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.5% | -7.5% | -6.3% |
| 7D | -6.7% | +0.4% | -7.1% | -6.8% |
| 30D | -25.8% | +14.1% | -40.0% | -28.5% |
| 3M | -12.7% | -0.5% | -12.2% | -12.9% |
| 6M | +11.2% | +16.6% | -5.3% | +6.5% |
| YTD | -33.2% | +13.7% | -46.9% | -35.9% |
| 1Y | -41.8% | +16.1% | -57.9% | -44.5% |
| 3Y | -15.7% | +4.7% | -20.3% | -19.9% |
| 5Y | -26.0% | +1.5% | -27.6% | -29.8% |
| 10Y | +515.1% | +40.5% | +474.6% | +415.8% |
| All | +1,980.5% | +126.9% | +1,853.6% | +1,303.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling