+34.1%
EEM vs KMB
+2.6%
+31.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.2% | -0.4% | +2.7% |
| 7D | -0.1% | +3.4% | -3.5% | -0.3% |
| 30D | -8.6% | +14.7% | -23.3% | -9.4% |
| 3M | -7.0% | +3.3% | -10.3% | -7.2% |
| 6M | -9.7% | +16.8% | -26.5% | -10.9% |
| YTD | +12.1% | +15.2% | -3.1% | +10.8% |
| 1Y | +14.1% | +13.3% | +0.8% | +12.9% |
| 3Y | +72.1% | +5.4% | +66.7% | +69.7% |
| 5Y | +34.1% | +2.7% | +31.4% | +30.9% |
| All | +34.1% | +2.6% | +31.5% | +30.9% |
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