+946.8%
APO vs KMB
+15.9%
+931.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -0.9% |
| 7D | +0.1% | -2.7% | +2.8% | +0.8% |
| 30D | +3.9% | -5.0% | +8.9% | +5.3% |
| 3M | +3.8% | +6.6% | -2.8% | +1.7% |
| 6M | +22.3% | +1.0% | +21.3% | +21.4% |
| YTD | -7.8% | +6.0% | -13.8% | -10.0% |
| 1Y | -0.3% | -16.6% | +16.3% | +3.9% |
| 3Y | +57.1% | -8.6% | +65.8% | +55.5% |
| 5Y | +137.0% | -10.9% | +147.8% | +133.7% |
| 10Y | +946.8% | +16.8% | +930.0% | +865.2% |
| All | +946.8% | +15.9% | +931.0% | +865.2% |
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