+908.2%
APO vs KMX
+10.2%
+898.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.5% |
| 7D | -4.9% | -3.4% | -1.5% | -3.6% |
| 30D | -8.4% | +4.0% | -12.5% | -10.0% |
| 3M | -2.1% | +24.8% | -26.8% | -11.5% |
| 6M | +19.2% | +43.6% | -24.4% | -0.3% |
| YTD | -10.5% | +56.6% | -67.2% | -28.6% |
| 1Y | -2.7% | +2.2% | -5.0% | -9.5% |
| 3Y | +52.5% | -25.4% | +77.9% | +56.7% |
| 5Y | +132.1% | -55.0% | +187.1% | +186.1% |
| All | +908.2% | +10.2% | +898.1% | +690.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 10y: compounded portfolio wealth divided by compounded KMX 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…
10y analysis · Full analysis span regression · 6 months rolling