+62.7%
EMR vs KMB
-8.4%
+71.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.0% |
| 7D | -1.5% | -3.0% | +1.5% | -1.1% |
| 30D | -5.6% | -5.5% | -0.1% | -4.8% |
| 3M | +7.9% | +14.0% | -6.0% | +5.5% |
| 6M | +6.0% | +4.1% | +1.9% | +5.0% |
| YTD | +16.4% | +8.0% | +8.4% | +14.7% |
| 1Y | +16.6% | -13.7% | +30.4% | +18.8% |
| 3Y | +62.9% | -5.9% | +68.8% | +60.2% |
| All | +62.7% | -8.4% | +71.1% | +59.3% |
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