+137.9%
APO vs KMB
-8.4%
+146.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.5% |
| 7D | -1.0% | -3.0% | +2.0% | -0.8% |
| 30D | +3.5% | -5.5% | +8.9% | +3.9% |
| 3M | +4.5% | +14.0% | -9.4% | +3.3% |
| 6M | +22.8% | +4.1% | +18.7% | +22.1% |
| YTD | -6.5% | +8.0% | -14.5% | -7.4% |
| 1Y | +0.8% | -13.7% | +14.6% | +2.0% |
| 3Y | +62.0% | -5.9% | +67.9% | +59.7% |
| All | +137.9% | -8.4% | +146.3% | +129.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling