+61,451.9%
APH vs KMB
+1,241.3%
+60,210.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.6% | -46.2% | -47.4% |
| 7D | -48.7% | -3.4% | -45.3% | -48.0% |
| 30D | -51.9% | -5.5% | -46.5% | -51.0% |
| 3M | -43.6% | +14.0% | -57.5% | -45.7% |
| 6M | -37.5% | +4.1% | -41.6% | -38.4% |
| YTD | -38.6% | +8.0% | -46.7% | -40.2% |
| 1Y | -26.3% | -13.7% | -12.6% | -24.1% |
| 3Y | +89.2% | -5.9% | +95.1% | +86.8% |
| 5Y | +119.8% | -8.6% | +128.4% | +117.5% |
| 10Y | +454.3% | +17.3% | +437.0% | +399.0% |
| All | +61,451.9% | +1,241.3% | +60,210.6% | +30,522.5% |
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 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