+5,000.3%
APH vs KRE
+145.6%
+4,854.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.2% | +4.3% | +4.2% |
| 7D | -5.9% | +0.3% | -6.2% | -6.1% |
| 30D | -14.8% | +4.8% | -19.6% | -16.9% |
| 3M | -12.4% | -5.1% | -7.4% | -10.4% |
| 6M | +8.1% | +3.3% | +4.8% | +5.8% |
| YTD | +10.9% | +13.3% | -2.4% | +3.4% |
| 1Y | +8.8% | +22.9% | -14.1% | -2.7% |
| 3Y | +262.1% | +82.1% | +180.0% | +157.6% |
| 5Y | +283.1% | +11.0% | +272.1% | +240.5% |
| 10Y | +908.1% | +115.7% | +792.4% | +475.7% |
| All | +5,000.3% | +145.6% | +4,854.7% | +2,308.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling