+1.6%
KMB vs AEIS
+117.1%
-115.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.1% | -8.0% | -1.5% |
| 7D | +0.5% | -11.3% | +11.7% | -0.1% |
| 30D | +12.4% | -32.6% | +45.0% | +10.6% |
| 3M | +1.0% | -39.2% | +40.1% | -0.8% |
| 6M | +12.1% | -45.4% | +57.5% | +10.2% |
| YTD | +11.6% | -5.8% | +17.4% | +11.4% |
| 1Y | +13.1% | -10.0% | +23.1% | +12.8% |
| 3Y | +1.6% | +121.2% | -119.6% | +0.5% |
| All | +1.6% | +117.1% | -115.5% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling