+132,206.3%
APH vs KMB
+1,241.3%
+130,964.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.3% |
| 7D | +5.0% | -3.0% | +8.0% | +5.8% |
| 30D | -3.9% | -5.5% | +1.6% | -2.5% |
| 3M | +13.0% | +14.0% | -1.0% | +8.2% |
| 6M | +25.2% | +4.1% | +21.1% | +22.9% |
| YTD | +22.9% | +8.0% | +14.9% | +19.3% |
| 1Y | +47.8% | -13.7% | +61.6% | +51.7% |
| 3Y | +283.0% | -5.9% | +289.0% | +276.5% |
| 5Y | +349.7% | -8.6% | +358.3% | +342.9% |
| 10Y | +1,061.2% | +17.3% | +1,044.0% | +940.8% |
| All | +132,206.3% | +1,241.3% | +130,964.9% | +65,428.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling