+38.3%
KMB vs AVAV
+315.4%
-277.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.7% | +4.8% | +2.1% |
| 7D | +0.9% | +4.2% | -3.3% | +0.8% |
| 30D | +10.1% | -2.6% | +12.6% | +10.1% |
| 3M | 0.0% | -38.0% | +38.0% | +1.0% |
| 6M | +15.7% | -27.0% | +42.7% | +16.1% |
| YTD | +12.6% | -51.4% | +64.1% | +13.6% |
| 1Y | +10.1% | -60.2% | +70.4% | +11.6% |
| 3Y | +2.1% | -6.7% | +8.8% | -1.6% |
| 5Y | -0.7% | +28.3% | -29.0% | -7.0% |
| All | +38.3% | +315.4% | -277.1% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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