+1,804.4%
APO vs KMX
+84.6%
+1,719.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.0% |
| 7D | -1.0% | +1.9% | -2.9% | -1.7% |
| 30D | +3.5% | +11.7% | -8.2% | -1.0% |
| 3M | +4.5% | +34.9% | -30.4% | -8.0% |
| 6M | +22.8% | +50.3% | -27.5% | +1.6% |
| YTD | -6.5% | +63.8% | -70.3% | -25.9% |
| 1Y | +0.8% | +3.8% | -3.0% | -6.6% |
| 3Y | +62.0% | -24.3% | +86.2% | +64.9% |
| 5Y | +138.2% | -50.2% | +188.5% | +174.9% |
| 10Y | +940.3% | +5.4% | +934.9% | +726.3% |
| All | +1,804.4% | +84.6% | +1,719.8% | +1,008.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling