+48.9%
APH vs KRE
+16.1%
+32.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -0.9% |
| 7D | +0.2% | +2.3% | -2.1% | -0.5% |
| 30D | -3.3% | -2.5% | -0.9% | -2.5% |
| 3M | +14.0% | +6.2% | +7.8% | +11.7% |
| 6M | +24.4% | +15.8% | +8.6% | +18.6% |
| YTD | +21.4% | +16.0% | +5.4% | +16.3% |
| 1Y | +48.9% | +16.2% | +32.8% | +43.2% |
| All | +48.9% | +16.1% | +32.8% | +43.2% |
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 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