+1,041.3%
APH vs KRE
+122.6%
+918.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -0.7% |
| 7D | +0.2% | +2.3% | -2.1% | -0.8% |
| 30D | -3.3% | -2.5% | -0.9% | -2.3% |
| 3M | +14.0% | +6.2% | +7.8% | +10.8% |
| 6M | +24.4% | +15.8% | +8.6% | +16.5% |
| YTD | +21.4% | +16.0% | +5.4% | +13.3% |
| 1Y | +48.9% | +16.2% | +32.8% | +38.2% |
| 3Y | +290.1% | +86.4% | +203.7% | +186.4% |
| 5Y | +352.8% | +33.0% | +319.9% | +280.7% |
| 10Y | +1,041.3% | +123.0% | +918.3% | +620.2% |
| All | +1,041.3% | +122.6% | +918.7% | +620.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling