+41.1%
KMB vs APD
+187.0%
-145.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | +6.0% | -0.2% | +6.3% | +6.1% |
| 30D | +13.5% | +11.0% | +2.5% | +10.4% |
| 3M | +3.8% | +1.3% | +2.4% | +3.4% |
| 6M | +15.6% | +6.4% | +9.2% | +13.4% |
| YTD | +14.0% | +28.9% | -14.9% | +5.7% |
| 1Y | +12.9% | +23.2% | -10.3% | +5.9% |
| 3Y | +3.7% | +26.3% | -22.6% | -5.3% |
| 5Y | -0.1% | +12.0% | -12.1% | -6.9% |
| 10Y | +41.1% | +183.2% | -142.0% | -5.1% |
| All | +41.1% | +187.0% | -145.9% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling