+119,301.1%
APH vs KR
+4,247.3%
+115,053.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.5% | +6.6% | +4.5% |
| 7D | -5.9% | +1.4% | -7.3% | -6.2% |
| 30D | -14.8% | +14.3% | -29.1% | -16.9% |
| 3M | -12.4% | +18.9% | -31.3% | -15.3% |
| 6M | +8.1% | +3.8% | +4.3% | +6.3% |
| YTD | +10.9% | +10.2% | +0.7% | +7.5% |
| 1Y | +8.8% | +9.2% | -0.4% | +5.4% |
| 3Y | +262.1% | +60.3% | +201.8% | +221.6% |
| 5Y | +283.1% | +78.3% | +204.8% | +228.8% |
| 10Y | +908.1% | +169.9% | +738.2% | +656.6% |
| All | +119,301.1% | +4,247.3% | +115,053.9% | +63,070.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling