-8.0%
KMB vs AVAV
+39.7%
-47.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.6% |
| 7D | -3.0% | -2.2% | -0.8% | -3.1% |
| 30D | -5.5% | -13.9% | +8.5% | -5.6% |
| 3M | +14.0% | -29.2% | +43.2% | +13.7% |
| 6M | +4.1% | -36.1% | +40.2% | +3.7% |
| YTD | +8.0% | -40.2% | +48.2% | +7.5% |
| 1Y | -13.7% | -36.2% | +22.5% | -14.3% |
| 3Y | -5.9% | +47.5% | -53.5% | -8.4% |
| All | -8.0% | +39.7% | -47.7% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling