+355.9%
APH vs KRE
+31.9%
+324.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.6% |
| 7D | +5.0% | +1.3% | +3.7% | +4.3% |
| 30D | -3.9% | -2.7% | -1.2% | -2.8% |
| 3M | +13.0% | +8.2% | +4.8% | +9.0% |
| 6M | +25.2% | +12.8% | +12.3% | +18.7% |
| YTD | +22.9% | +17.5% | +5.4% | +14.3% |
| 1Y | +47.8% | +16.6% | +31.3% | +37.4% |
| 3Y | +283.0% | +79.5% | +203.6% | +189.2% |
| All | +355.9% | +31.9% | +324.0% | +304.0% |
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