+916.7%
APO vs KNX
+166.7%
+749.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.4% | +1.5% |
| 7D | -3.5% | -5.6% | +2.1% | -1.3% |
| 30D | -6.6% | -4.4% | -2.1% | -5.0% |
| 3M | -3.3% | -17.3% | +14.0% | +3.6% |
| 6M | +22.6% | +22.6% | 0.0% | +10.4% |
| YTD | -9.8% | +31.1% | -40.9% | -21.6% |
| 1Y | -3.9% | +60.2% | -64.1% | -24.1% |
| 3Y | +52.5% | +35.8% | +16.7% | +26.1% |
| 5Y | +134.0% | +38.9% | +95.1% | +89.3% |
| All | +916.7% | +166.7% | +749.9% | +516.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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