+35.7%
APH vs KRMN
-45.6%
+81.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -0.9% |
| 7D | -2.2% | -15.1% | +12.9% | +0.8% |
| 30D | -4.0% | -44.5% | +40.5% | +7.5% |
| 3M | +7.7% | -25.0% | +32.7% | +12.4% |
| 6M | +17.8% | -66.5% | +84.3% | +45.3% |
| YTD | +19.2% | -53.0% | +72.2% | +35.1% |
| 1Y | +35.7% | -44.7% | +80.4% | +40.7% |
| All | +35.7% | -45.6% | +81.3% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 1y: compounded portfolio wealth divided by compounded KRMN 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…
1y analysis · Full analysis span regression · 6 months rolling