+285.6%
APH vs KRE
+79.9%
+205.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | +5.0% | +1.3% | +3.7% | +4.4% |
| 30D | -3.9% | -2.7% | -1.2% | -2.9% |
| 3M | +13.0% | +8.2% | +4.8% | +9.3% |
| 6M | +25.2% | +12.8% | +12.3% | +19.0% |
| YTD | +22.9% | +17.5% | +5.4% | +14.8% |
| 1Y | +47.8% | +16.6% | +31.3% | +38.1% |
| All | +285.6% | +79.9% | +205.8% | +201.2% |
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 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