+122,851.5%
AAPL vs KMB
+1,824.3%
+121,027.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.0% |
| 7D | +0.1% | -3.0% | +3.1% | +1.0% |
| 30D | +3.0% | -5.5% | +8.4% | +4.6% |
| 3M | +2.9% | +14.0% | -11.1% | -1.3% |
| 6M | +22.1% | +4.1% | +18.0% | +20.2% |
| YTD | +18.0% | +8.0% | +10.0% | +14.6% |
| 1Y | +33.9% | -13.7% | +47.7% | +38.3% |
| 3Y | +71.2% | -5.9% | +77.1% | +70.2% |
| 5Y | +112.6% | -8.6% | +121.2% | +112.0% |
| 10Y | +1,198.8% | +17.3% | +1,181.5% | +1,086.0% |
| All | +122,851.5% | +1,824.3% | +121,027.2% | +36,328.0% |
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