-2.5%
APO vs KIM
+30.6%
-33.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.6% |
| 7D | +5.8% | +0.1% | +5.6% | +5.7% |
| 30D | +8.9% | +14.1% | -5.2% | +6.4% |
| 3M | -13.6% | +6.0% | -19.6% | -14.9% |
| 6M | -5.4% | +13.2% | -18.6% | -8.9% |
| YTD | -13.6% | +30.4% | -44.0% | -22.4% |
| 1Y | -2.5% | +31.0% | -33.5% | -12.7% |
| All | -2.5% | +30.6% | -33.1% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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