-35.9%
APP vs KMB
-14.3%
-21.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +5.0% | +2.4% |
| 7D | +0.9% | -4.2% | +5.1% | +1.1% |
| 30D | -23.3% | -6.6% | -16.7% | -22.9% |
| 3M | -42.6% | +12.6% | -55.3% | -41.6% |
| 6M | -33.6% | +2.9% | -36.5% | -32.9% |
| YTD | -52.4% | +6.8% | -59.2% | -51.4% |
| 1Y | -35.9% | -14.8% | -21.1% | -30.4% |
| All | -35.9% | -14.3% | -21.6% | -30.4% |
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