-4.4%
APO vs KMB
+11.9%
-16.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.1% | +4.0% | +7.4% |
| 7D | +8.2% | +0.4% | +7.8% | +8.0% |
| 30D | +6.4% | +14.0% | -7.6% | +5.5% |
| 3M | -7.4% | -1.3% | -6.1% | -7.7% |
| 6M | -4.2% | +16.7% | -20.9% | -4.7% |
| YTD | -14.1% | +12.0% | -26.1% | -16.2% |
| 1Y | -4.4% | +13.6% | -18.0% | -6.9% |
| All | -4.4% | +11.9% | -16.3% | -6.9% |
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