+394.0%
APO vs KEEL
+309.9%
+84.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -1.0% | +19.3% | -20.3% | -2.2% |
| 30D | -0.4% | +9.1% | -9.5% | -1.3% |
| 3M | -0.9% | -31.5% | +30.7% | +0.6% |
| 6M | +22.1% | +75.8% | -53.7% | +14.9% |
| YTD | -8.4% | +57.9% | -66.3% | -13.6% |
| 1Y | -0.9% | +133.3% | -134.3% | -10.6% |
| 3Y | +56.1% | +204.1% | -148.0% | +32.8% |
| 5Y | +136.0% | -37.5% | +173.6% | +102.9% |
| All | +394.0% | +309.9% | +84.1% | +309.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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