+2,700.9%
APH vs KDP
+1,304.6%
+1,396.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.3% | -9.6% | -9.4% |
| 7D | -12.7% | +4.5% | -17.2% | -14.5% |
| 30D | -19.2% | +18.5% | -37.7% | -24.5% |
| 3M | -16.7% | +20.8% | -37.5% | -23.1% |
| 6M | +5.1% | +29.4% | -24.3% | -6.0% |
| YTD | +6.6% | +35.9% | -29.3% | -6.9% |
| 1Y | +3.9% | +42.5% | -38.6% | -11.1% |
| 3Y | +246.0% | +29.4% | +216.7% | +197.5% |
| 5Y | +268.0% | +15.8% | +252.2% | +229.7% |
| 10Y | +868.2% | +236.5% | +631.8% | +407.7% |
| All | +2,700.9% | +1,304.6% | +1,396.3% | +530.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling