-3.0%
KMB vs AMIX
-99.9%
+96.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.6% |
| 7D | -3.0% | -13.7% | +10.7% | -2.9% |
| 30D | -5.5% | -62.1% | +56.6% | -4.8% |
| 3M | +14.0% | -46.2% | +60.1% | +11.7% |
| 6M | +4.1% | -46.4% | +50.5% | +1.9% |
| YTD | +8.0% | -60.3% | +68.3% | +5.9% |
| 1Y | -13.7% | -79.7% | +65.9% | -15.2% |
| All | -3.0% | -99.9% | +96.8% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling