+114,578.9%
APH vs KMB
+1,311.6%
+113,267.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.5% | -10.9% | -9.7% |
| 7D | -12.7% | +0.4% | -13.1% | -13.0% |
| 30D | -19.2% | +14.1% | -33.3% | -22.3% |
| 3M | -16.7% | -0.5% | -16.2% | -17.1% |
| 6M | +5.1% | +16.6% | -11.4% | -0.4% |
| YTD | +6.6% | +13.7% | -7.2% | +1.4% |
| 1Y | +3.9% | +16.1% | -12.2% | -1.8% |
| 3Y | +246.0% | +4.7% | +241.3% | +228.3% |
| 5Y | +268.0% | +1.5% | +266.4% | +250.0% |
| 10Y | +868.2% | +40.5% | +827.7% | +720.0% |
| All | +114,578.9% | +1,311.6% | +113,267.3% | +55,624.0% |
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