+1,563.3%
APO vs KMB
+196.4%
+1,366.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.2% |
| 7D | +0.8% | +0.5% | +0.3% | +0.7% |
| 30D | +1.0% | +12.4% | -11.3% | -2.7% |
| 3M | -8.4% | +1.0% | -9.4% | -8.8% |
| 6M | -9.1% | +12.1% | -21.3% | -13.0% |
| YTD | -18.3% | +11.6% | -30.0% | -22.1% |
| 1Y | -8.0% | +13.1% | -21.1% | -12.7% |
| 3Y | +47.1% | +1.6% | +45.5% | +39.8% |
| 5Y | +67.2% | -0.3% | +67.5% | +57.6% |
| 10Y | +871.8% | +37.9% | +833.9% | +674.1% |
| All | +1,563.3% | +196.4% | +1,366.9% | +658.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling