+3,594.0%
AEM vs KMB
+1,824.3%
+1,769.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.1% |
| 7D | -0.5% | -3.0% | +2.5% | -0.3% |
| 30D | +24.0% | -5.5% | +29.5% | +24.4% |
| 3M | +16.1% | +14.0% | +2.1% | +15.1% |
| 6M | -11.6% | +4.1% | -15.7% | -11.9% |
| YTD | +21.5% | +8.0% | +13.5% | +20.9% |
| 1Y | +39.2% | -13.7% | +52.9% | +40.1% |
| 3Y | +347.4% | -5.9% | +353.4% | +347.6% |
| 5Y | +290.1% | -8.6% | +298.8% | +290.4% |
| 10Y | +357.8% | +17.3% | +340.5% | +355.3% |
| All | +3,594.0% | +1,824.3% | +1,769.7% | +4,546.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 all: compounded portfolio wealth divided by compounded KMB 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…
all analysis · Full analysis span regression · 6 months rolling