+285.2%
APH vs KRE
+11.4%
+273.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.8% |
| 3M | -5.5% | -5.9% | +0.5% | -3.2% |
| 6M | +25.9% | +9.6% | +16.3% | +20.7% |
| YTD | +16.4% | +14.2% | +2.2% | +9.3% |
| 1Y | +16.5% | +22.5% | -6.0% | +6.1% |
| 3Y | +270.9% | +90.4% | +180.5% | +172.7% |
| All | +285.2% | +11.4% | +273.8% | +270.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling