+10.1%
KMB vs AMIX
-92.3%
+102.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +2.1% |
| 7D | +0.9% | -9.9% | +10.8% | +1.0% |
| 30D | +10.1% | -52.8% | +62.8% | +10.7% |
| 3M | 0.0% | -80.0% | +80.1% | +1.3% |
| 6M | +15.7% | -80.2% | +95.9% | +15.0% |
| YTD | +12.6% | -88.1% | +100.8% | +12.7% |
| 1Y | +10.1% | -91.1% | +101.2% | +10.3% |
| All | +10.1% | -92.3% | +102.4% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling