+16.8%
KMB vs AEIS
+546.3%
-529.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -2.0% |
| 7D | -2.7% | +8.1% | -10.9% | -3.0% |
| 30D | -5.0% | -11.1% | +6.1% | -4.6% |
| 3M | +6.6% | -5.6% | +12.2% | +6.3% |
| 6M | +1.0% | -0.6% | +1.6% | +0.1% |
| YTD | +6.0% | +38.0% | -32.1% | +3.0% |
| 1Y | -16.6% | +87.2% | -103.9% | -20.6% |
| 3Y | -8.6% | +179.7% | -188.3% | -16.4% |
| 5Y | -10.9% | +241.7% | -252.6% | -20.8% |
| 10Y | +16.8% | +547.2% | -530.4% | -13.2% |
| All | +16.8% | +546.3% | -529.5% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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