+5,551.6%
APH vs KRE
+154.6%
+5,396.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.6% |
| 7D | +5.0% | +1.3% | +3.7% | +4.2% |
| 30D | -3.9% | -2.7% | -1.2% | -2.6% |
| 3M | +13.0% | +8.2% | +4.8% | +8.4% |
| 6M | +25.2% | +12.8% | +12.3% | +17.6% |
| YTD | +22.9% | +17.5% | +5.4% | +12.9% |
| 1Y | +47.8% | +16.6% | +31.3% | +35.5% |
| 3Y | +283.0% | +79.5% | +203.6% | +174.7% |
| 5Y | +349.7% | +32.4% | +317.2% | +265.8% |
| 10Y | +1,061.2% | +124.1% | +937.1% | +552.0% |
| All | +5,551.6% | +154.6% | +5,396.9% | +2,529.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling