+3,255.3%
AEM vs KMB
+1,895.8%
+1,359.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.6% | -2.3% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | -1.2% | +10.2% | -11.4% | -1.8% |
| 3M | +2.5% | +1.5% | +1.1% | +2.4% |
| 6M | -5.1% | +16.6% | -21.7% | -6.1% |
| YTD | +10.4% | +12.1% | -1.7% | +9.6% |
| 1Y | +11.8% | +11.1% | +0.7% | +11.0% |
| 3Y | +315.6% | +1.9% | +313.7% | +313.9% |
| 5Y | +266.3% | -1.3% | +267.5% | +265.1% |
| 10Y | +427.4% | +37.8% | +389.6% | +422.2% |
| All | +3,255.3% | +1,895.8% | +1,359.5% | +4,110.5% |
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