+132,206.2%
APH vs KR
+3,662.3%
+128,543.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +5.0% | +1.5% | +3.5% | +4.7% |
| 30D | -3.9% | +4.1% | -8.0% | -4.6% |
| 3M | +13.0% | -5.2% | +18.2% | +13.5% |
| 6M | +25.2% | -12.8% | +37.9% | +27.0% |
| YTD | +22.9% | -4.6% | +27.5% | +22.5% |
| 1Y | +47.8% | -11.7% | +59.5% | +49.0% |
| 3Y | +283.0% | +36.3% | +246.8% | +250.9% |
| 5Y | +349.7% | +40.0% | +309.7% | +303.7% |
| 10Y | +1,061.2% | +122.2% | +939.0% | +804.8% |
| All | +132,206.2% | +3,662.3% | +128,543.9% | +71,889.2% |
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