+109.0%
AAPL vs KMB
-9.5%
+118.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.8% | -0.8% |
| 7D | -2.7% | -2.7% | 0.0% | -2.2% |
| 30D | +1.0% | -5.0% | +6.0% | +2.1% |
| 3M | +5.0% | +6.6% | -1.6% | +3.5% |
| 6M | +23.0% | +1.0% | +22.1% | +22.6% |
| YTD | +16.6% | +6.0% | +10.7% | +14.8% |
| 1Y | +33.4% | -16.6% | +50.1% | +38.4% |
| 3Y | +79.9% | -8.6% | +88.5% | +79.8% |
| 5Y | +109.0% | -10.9% | +119.9% | +106.2% |
| All | +109.0% | -9.5% | +118.6% | +106.2% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling