+35.5%
KMB vs AEIS
+350.2%
-314.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.5% |
| 7D | -3.0% | +23.2% | -26.2% | -3.6% |
| 30D | +9.1% | -17.0% | +26.1% | +9.6% |
| 3M | -0.4% | -32.2% | +31.7% | +0.7% |
| 6M | +13.0% | -32.6% | +45.5% | +13.8% |
| YTD | +10.3% | +9.4% | +1.0% | +8.0% |
| 1Y | +8.2% | +7.7% | +0.5% | +5.9% |
| 3Y | +0.4% | +157.9% | -157.6% | -8.6% |
| 5Y | -2.7% | +154.8% | -157.5% | -12.4% |
| All | +35.5% | +350.2% | -314.8% | +6.6% |
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