+148,782.4%
APH vs KIM
+3,330.6%
+145,451.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.4% | -9.0% |
| 7D | -12.7% | +5.0% | -17.7% | -14.2% |
| 30D | -19.2% | +15.8% | -34.9% | -23.2% |
| 3M | -16.7% | +4.3% | -21.0% | -18.1% |
| 6M | +5.1% | +11.4% | -6.2% | +0.7% |
| YTD | +6.6% | +30.8% | -24.2% | -3.3% |
| 1Y | +3.9% | +31.4% | -27.5% | -6.0% |
| 3Y | +246.0% | +57.7% | +188.4% | +190.6% |
| 5Y | +268.0% | +31.7% | +236.3% | +225.8% |
| 10Y | +868.2% | +67.4% | +800.8% | +619.2% |
| All | +148,782.4% | +3,330.6% | +145,451.7% | +64,895.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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