-26.3%
APH vs KMB
-14.3%
-12.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.8% | -45.0% | -47.6% |
| 7D | -48.7% | -4.6% | -44.1% | -48.6% |
| 30D | -51.9% | -6.6% | -45.3% | -51.9% |
| 3M | -43.6% | +12.6% | -56.2% | -43.2% |
| 6M | -37.5% | +2.9% | -40.4% | -37.7% |
| YTD | -38.6% | +6.8% | -45.4% | -38.0% |
| 1Y | -26.3% | -14.8% | -11.6% | -26.5% |
| All | -26.3% | -14.3% | -12.0% | -26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling