+282.2%
APH vs KRE
+10.5%
+271.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.2% | +4.3% | +4.2% |
| 7D | -5.9% | +0.3% | -6.2% | -6.0% |
| 30D | -14.8% | +4.8% | -19.6% | -16.6% |
| 3M | -12.4% | -5.1% | -7.4% | -10.7% |
| 6M | +8.1% | +3.3% | +4.8% | +6.2% |
| YTD | +10.9% | +13.3% | -2.4% | +4.5% |
| 1Y | +8.8% | +22.9% | -14.1% | -1.1% |
| 3Y | +262.1% | +82.1% | +180.0% | +171.4% |
| All | +282.2% | +10.5% | +271.7% | +269.8% |
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 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