+1.5%
KMB vs AVAV
+7.1%
-5.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.8% | +11.4% | +1.4% |
| 7D | +0.4% | -24.3% | +24.7% | +0.1% |
| 30D | +14.1% | -28.9% | +43.0% | +13.8% |
| 3M | -0.5% | -39.3% | +38.7% | -1.0% |
| 6M | +16.6% | -38.8% | +55.3% | +16.2% |
| YTD | +13.7% | -57.8% | +71.5% | +12.7% |
| 1Y | +16.1% | -70.9% | +86.9% | +14.8% |
| 3Y | +4.7% | -14.8% | +19.5% | +2.2% |
| 5Y | +1.5% | +7.3% | -5.8% | +3.3% |
| All | +1.5% | +7.1% | -5.5% | +3.3% |
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 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