-5.1%
APO vs KMB
+13.3%
-18.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.2% | +1.4% | +4.1% |
| 7D | +2.3% | +3.4% | -1.1% | +1.6% |
| 30D | +3.0% | +14.7% | -11.7% | +1.9% |
| 3M | -3.7% | +3.3% | -7.0% | -4.5% |
| 6M | -7.5% | +16.8% | -24.3% | -8.2% |
| YTD | -14.5% | +15.2% | -29.7% | -16.8% |
| All | -5.1% | +13.3% | -18.5% | -7.3% |
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