+2,534.5%
APH vs KRE
+154.6%
+2,379.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.3% | -50.1% | -48.9% |
| 7D | -48.7% | +1.2% | -49.9% | -49.6% |
| 30D | -51.9% | -2.7% | -49.3% | -51.8% |
| 3M | -43.6% | +8.2% | -51.7% | -46.4% |
| 6M | -37.5% | +12.8% | -50.3% | -41.9% |
| YTD | -38.6% | +17.5% | -56.1% | -44.2% |
| 1Y | -26.3% | +16.6% | -42.9% | -33.1% |
| 3Y | +89.2% | +79.5% | +9.7% | +34.4% |
| 5Y | +119.8% | +32.4% | +87.4% | +77.0% |
| 10Y | +454.3% | +124.1% | +330.1% | +208.1% |
| All | +2,534.5% | +154.6% | +2,379.9% | +1,113.4% |
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