+1,030.6%
APH vs KNX
+170.9%
+859.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.7% | -1.4% |
| 7D | -2.2% | -0.5% | -1.7% | -2.1% |
| 30D | -4.0% | +1.0% | -5.0% | -4.4% |
| 3M | +7.7% | -12.6% | +20.4% | +11.8% |
| 6M | +17.8% | +21.1% | -3.3% | +10.4% |
| YTD | +19.2% | +33.2% | -14.0% | +7.8% |
| 1Y | +35.7% | +67.8% | -32.1% | +13.0% |
| 3Y | +282.9% | +37.3% | +245.6% | +230.8% |
| 5Y | +345.6% | +41.1% | +304.6% | +276.3% |
| All | +1,030.6% | +170.9% | +859.7% | +693.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 10y: compounded portfolio wealth divided by compounded KNX 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…
10y analysis · Full analysis span regression · 6 months rolling