+895.2%
APO vs KMB
+41.7%
+853.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.2% | +1.4% | +3.8% |
| 7D | +2.3% | +3.4% | -1.1% | +1.4% |
| 30D | +3.0% | +14.7% | -11.7% | -0.7% |
| 3M | -3.7% | +3.3% | -7.0% | -4.6% |
| 6M | -7.5% | +16.8% | -24.3% | -11.7% |
| YTD | -14.5% | +15.2% | -29.7% | -18.5% |
| 1Y | -6.2% | +13.3% | -19.5% | -10.1% |
| 3Y | +51.9% | +5.4% | +46.5% | +43.7% |
| 5Y | +76.5% | +2.7% | +73.7% | +66.0% |
| 10Y | +895.2% | +38.7% | +856.6% | +803.4% |
| All | +895.2% | +41.7% | +853.5% | +803.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling