+301.5%
EMR vs KMB
+41.7%
+259.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.2% | +1.2% | +3.6% |
| 7D | +2.1% | +3.4% | -1.3% | +1.3% |
| 30D | +4.8% | +14.7% | -9.9% | +1.0% |
| 3M | +7.5% | +3.3% | +4.2% | +6.4% |
| 6M | +20.9% | +16.8% | +4.1% | +15.4% |
| YTD | +29.2% | +15.2% | +14.0% | +23.6% |
| 1Y | +33.0% | +13.3% | +19.7% | +27.8% |
| 3Y | +109.8% | +5.4% | +104.3% | +100.2% |
| 5Y | +91.9% | +2.7% | +89.2% | +83.0% |
| 10Y | +301.5% | +38.7% | +262.9% | +274.7% |
| All | +301.5% | +41.7% | +259.8% | +274.7% |
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