+4,298.5%
EMR vs KMB
+1,930.6%
+2,367.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.8% |
| 7D | +0.7% | +6.0% | -5.3% | -1.4% |
| 30D | +3.5% | +13.5% | -10.0% | -1.3% |
| 3M | +5.9% | +3.8% | +2.2% | +4.1% |
| 6M | +19.4% | +15.6% | +3.9% | +12.3% |
| YTD | +27.7% | +14.0% | +13.6% | +20.4% |
| 1Y | +30.9% | +12.9% | +18.0% | +23.8% |
| 3Y | +104.2% | +3.7% | +100.5% | +94.2% |
| 5Y | +89.6% | -0.1% | +89.7% | +80.9% |
| 10Y | +280.0% | +41.1% | +238.9% | +208.5% |
| All | +4,298.5% | +1,930.6% | +2,367.9% | +1,321.5% |
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 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