+125.7%
EEM vs KMB
+15.0%
+110.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -1.9% | -2.1% |
| 7D | -0.7% | -7.7% | +7.0% | +0.6% |
| 30D | +2.4% | -8.2% | +10.6% | +3.8% |
| 3M | +4.2% | -1.9% | +6.0% | +4.1% |
| 6M | +14.8% | -0.7% | +15.4% | +14.3% |
| YTD | +23.1% | +1.4% | +21.7% | +22.1% |
| 1Y | +32.5% | -19.1% | +51.7% | +36.8% |
| 3Y | +85.9% | -12.6% | +98.5% | +87.0% |
| 5Y | +43.6% | -12.7% | +56.2% | +43.1% |
| All | +125.7% | +15.0% | +110.7% | +110.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling