+134,655.9%
AAPL vs KMB
+1,952.1%
+132,703.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.2% | -0.8% | +1.5% |
| 7D | +3.7% | +3.4% | +0.3% | +2.7% |
| 30D | +4.2% | +14.7% | -10.5% | 0.0% |
| 3M | +12.0% | +3.3% | +8.7% | +10.8% |
| 6M | +19.8% | +16.8% | +3.0% | +13.9% |
| YTD | +29.3% | +15.2% | +14.1% | +23.1% |
| 1Y | +31.1% | +13.3% | +17.8% | +25.4% |
| 3Y | +94.9% | +5.4% | +89.4% | +87.1% |
| 5Y | +138.1% | +2.7% | +135.3% | +129.1% |
| 10Y | +1,276.0% | +38.7% | +1,237.3% | +1,096.1% |
| All | +134,655.9% | +1,952.1% | +132,703.8% | +39,017.6% |
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