+138.1%
AAPL vs KMB
+2.6%
+135.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.2% | -0.8% | +1.7% |
| 7D | +3.7% | +3.4% | +0.3% | +2.9% |
| 30D | +4.2% | +14.7% | -10.5% | +1.2% |
| 3M | +12.0% | +3.3% | +8.7% | +11.1% |
| 6M | +19.8% | +16.8% | +3.0% | +15.7% |
| YTD | +29.3% | +15.2% | +14.1% | +24.9% |
| 1Y | +31.1% | +13.3% | +17.8% | +27.1% |
| 3Y | +94.9% | +5.4% | +89.4% | +86.5% |
| 5Y | +138.1% | +2.7% | +135.3% | +136.4% |
| All | +138.1% | +2.6% | +135.5% | +136.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling