-13.0%
KMB vs EQX
+164.6%
-177.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.8% | -0.1% |
| 7D | -7.7% | -7.0% | -0.7% | -7.5% |
| 30D | -8.2% | +4.8% | -13.0% | -8.3% |
| 3M | -1.9% | +25.6% | -27.5% | -2.5% |
| 6M | -0.7% | -25.8% | +25.2% | +0.1% |
| YTD | +1.4% | -12.7% | +14.1% | +1.8% |
| 1Y | -19.1% | +14.1% | -33.2% | -19.1% |
| All | -13.0% | +164.6% | -177.6% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 3y: compounded portfolio wealth divided by compounded EQX 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…
3y analysis · Full analysis span regression · 6 months rolling