+30,156.9%
NVO vs KMB
+1,906.2%
+28,250.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +2.0% |
| 7D | +3.3% | +0.9% | +2.4% | +3.1% |
| 30D | +9.2% | +10.1% | -0.9% | +6.9% |
| 3M | -9.8% | 0.0% | -9.8% | -9.8% |
| 6M | -10.4% | +15.7% | -26.1% | -13.5% |
| YTD | -14.1% | +12.6% | -26.7% | -16.8% |
| 1Y | -11.1% | +10.1% | -21.2% | -13.5% |
| 3Y | -54.9% | +2.1% | -57.1% | -55.9% |
| 5Y | -17.4% | -0.7% | -16.8% | -19.1% |
| 10Y | +214.4% | +38.5% | +175.9% | +182.3% |
| All | +30,156.9% | +1,906.2% | +28,250.7% | +16,834.4% |
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 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