+38.7%
KMB vs AEIS
+358.4%
-319.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +11.3% | -8.1% | +2.9% |
| 7D | +3.4% | +1.0% | +2.4% | +3.2% |
| 30D | +14.7% | -24.0% | +38.7% | +15.6% |
| 3M | +3.3% | -32.5% | +35.8% | +4.4% |
| 6M | +16.8% | -38.6% | +55.4% | +18.2% |
| YTD | +15.2% | +4.8% | +10.4% | +12.9% |
| 1Y | +13.3% | +1.3% | +12.0% | +11.1% |
| 3Y | +5.4% | +159.2% | -153.8% | -4.3% |
| 5Y | +2.7% | +140.8% | -138.1% | -7.3% |
| 10Y | +38.7% | +349.8% | -311.1% | +7.0% |
| All | +38.7% | +358.4% | -319.8% | +7.0% |
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