+270.9%
APH vs KRE
+91.7%
+179.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.9% |
| 7D | +4.9% | +0.7% | +4.1% | +4.6% |
| 30D | -5.4% | +6.1% | -11.5% | -7.6% |
| 3M | -5.5% | -5.9% | +0.5% | -3.3% |
| 6M | +25.9% | +9.6% | +16.3% | +21.1% |
| YTD | +16.4% | +14.2% | +2.2% | +9.8% |
| 1Y | +16.5% | +22.5% | -6.0% | +6.9% |
| 3Y | +270.9% | +90.4% | +180.5% | +199.8% |
| All | +270.9% | +91.7% | +179.1% | +199.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling