+1,408.6%
APH vs KDP
+1,132.0%
+276.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.3% | -50.1% | -48.6% |
| 7D | -48.7% | +2.2% | -50.9% | -49.5% |
| 30D | -51.9% | +6.0% | -57.9% | -53.4% |
| 3M | -43.6% | +9.2% | -52.7% | -46.2% |
| 6M | -37.5% | +14.7% | -52.2% | -41.8% |
| YTD | -38.6% | +19.2% | -57.8% | -43.8% |
| 1Y | -26.3% | +15.2% | -41.5% | -32.0% |
| 3Y | +89.2% | +6.0% | +83.2% | +75.4% |
| 5Y | +119.8% | +5.4% | +114.4% | +103.1% |
| 10Y | +454.3% | +171.9% | +282.4% | +217.6% |
| All | +1,408.6% | +1,132.0% | +276.6% | +256.4% |
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