-26.3%
APH vs KDP
+15.4%
-41.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.3% | -50.1% | -47.4% |
| 7D | -48.7% | +2.2% | -50.9% | -48.3% |
| 30D | -51.9% | +6.0% | -57.9% | -51.5% |
| 3M | -43.6% | +9.2% | -52.7% | -43.5% |
| 6M | -37.5% | +14.7% | -52.2% | -38.0% |
| YTD | -38.6% | +19.2% | -57.8% | -39.1% |
| 1Y | -26.3% | +15.2% | -41.5% | -26.2% |
| All | -26.3% | +15.4% | -41.7% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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