+133,818.2%
AAPL vs KMB
+1,930.6%
+131,887.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | +5.0% | +6.0% | -1.0% | +3.2% |
| 30D | +3.5% | +13.5% | -10.0% | -0.3% |
| 3M | +13.1% | +3.8% | +9.3% | +11.6% |
| 6M | +19.0% | +15.6% | +3.4% | +13.5% |
| YTD | +28.5% | +14.0% | +14.5% | +22.7% |
| 1Y | +29.7% | +12.9% | +16.8% | +24.1% |
| 3Y | +89.2% | +3.7% | +85.5% | +82.6% |
| 5Y | +141.2% | -0.1% | +141.3% | +134.1% |
| 10Y | +1,306.6% | +41.1% | +1,265.5% | +1,116.5% |
| All | +133,818.2% | +1,930.6% | +131,887.6% | +38,894.0% |
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