+290.1%
APH vs KR
+37.0%
+253.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | -1.7% |
| 7D | +0.2% | -1.3% | +1.5% | -0.1% |
| 30D | -3.3% | +1.5% | -4.9% | -3.0% |
| 3M | +14.0% | -8.5% | +22.6% | +12.8% |
| 6M | +24.4% | -21.9% | +46.3% | +20.7% |
| YTD | +21.4% | -6.9% | +28.3% | +20.3% |
| 1Y | +48.9% | -14.0% | +62.9% | +46.8% |
| 3Y | +290.1% | +30.3% | +259.8% | +280.3% |
| All | +290.1% | +37.0% | +253.1% | +280.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling