-16.7%
NVO vs KMB
-19.6%
+2.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | -7.6% | -6.5% | -1.1% | -7.4% |
| 30D | -6.0% | -8.8% | +2.8% | -5.7% |
| 3M | -0.8% | -2.2% | +1.4% | -0.2% |
| 6M | +16.5% | +0.7% | +15.8% | +16.9% |
| YTD | -11.1% | +1.0% | -12.2% | -10.6% |
| 1Y | -16.7% | -20.3% | +3.6% | -16.5% |
| All | -16.7% | -19.6% | +2.8% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling