-26.3%
APH vs KRE
+17.8%
-44.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.3% | -50.1% | -48.0% |
| 7D | -48.7% | +1.2% | -49.9% | -48.7% |
| 30D | -51.9% | -2.7% | -49.3% | -51.4% |
| 3M | -43.6% | +8.2% | -51.7% | -44.9% |
| 6M | -37.5% | +12.8% | -50.3% | -40.2% |
| YTD | -38.6% | +17.5% | -56.1% | -41.4% |
| 1Y | -26.3% | +16.6% | -42.9% | -28.7% |
| All | -26.3% | +17.8% | -44.1% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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