+78.7%
APO vs KMX
-64.6%
+143.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.4% |
| 7D | +5.8% | +3.4% | +2.4% | +4.6% |
| 30D | +8.9% | +6.8% | +2.1% | +6.6% |
| 3M | -13.6% | -11.4% | -2.3% | -10.5% |
| 6M | -5.4% | +43.6% | -49.0% | -17.5% |
| YTD | -13.6% | +37.7% | -51.4% | -25.4% |
| 1Y | -2.5% | +53.0% | -55.5% | -19.2% |
| 3Y | +50.9% | -16.3% | +67.2% | +50.3% |
| All | +78.7% | -64.6% | +143.3% | +136.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling