+35.7%
APH vs KR
-13.6%
+49.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.0% |
| 7D | -2.2% | -2.7% | +0.4% | -3.2% |
| 30D | -4.0% | +1.9% | -6.0% | -3.2% |
| 3M | +7.7% | -11.0% | +18.8% | +4.6% |
| 6M | +17.8% | -20.2% | +38.0% | +11.7% |
| YTD | +19.2% | -7.3% | +26.5% | +16.6% |
| 1Y | +35.7% | -13.1% | +48.8% | +34.0% |
| All | +35.7% | -13.6% | +49.3% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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