-55.4%
APP vs KMB
+11.9%
-67.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.1% | +6.5% | +10.0% |
| 7D | +4.5% | +0.4% | +4.2% | +4.3% |
| 30D | -3.6% | +14.0% | -17.6% | -5.3% |
| 3M | -35.3% | -1.3% | -33.9% | -35.9% |
| 6M | -42.8% | +16.7% | -59.5% | -40.4% |
| YTD | -59.7% | +12.0% | -71.7% | -56.5% |
| 1Y | -55.4% | +13.6% | -69.0% | -51.6% |
| All | -55.4% | +11.9% | -67.3% | -51.6% |
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