+951.3%
APH vs KRE
+110.3%
+841.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.7% | +6.5% | +7.5% |
| 7D | +1.1% | -0.4% | +1.5% | +1.3% |
| 30D | -7.5% | +6.4% | -13.9% | -10.1% |
| 3M | -4.4% | -3.1% | -1.4% | -3.3% |
| 6M | +26.5% | +6.4% | +20.1% | +22.6% |
| YTD | +20.0% | +15.3% | +4.7% | +12.1% |
| 1Y | +16.9% | +23.3% | -6.4% | +5.8% |
| 3Y | +288.5% | +93.6% | +194.9% | +180.4% |
| 5Y | +310.3% | +13.2% | +297.1% | +270.7% |
| 10Y | +951.3% | +103.1% | +848.2% | +668.6% |
| All | +951.3% | +110.3% | +841.0% | +668.6% |
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