+16.9%
KMB vs AMC
-98.9%
+115.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.3% | -5.9% | -1.6% |
| 7D | -3.0% | +2.3% | -5.4% | -3.1% |
| 30D | -5.5% | -0.7% | -4.7% | -5.5% |
| 3M | +14.0% | +35.2% | -21.2% | +13.7% |
| 6M | +4.1% | +124.6% | -120.5% | +3.5% |
| YTD | +8.0% | +69.9% | -61.8% | +7.6% |
| 1Y | -13.7% | -2.6% | -11.2% | -13.9% |
| 3Y | -5.9% | -79.8% | +73.8% | -5.7% |
| 5Y | -8.6% | -99.4% | +90.8% | -7.6% |
| All | +16.9% | -98.9% | +115.8% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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