-16.8%
APO vs KRMN
+14.6%
-31.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | 0.0% | -1.9% |
| 7D | -4.9% | -15.1% | +10.2% | -2.3% |
| 30D | -8.4% | -44.5% | +36.0% | +1.0% |
| 3M | -2.1% | -25.0% | +23.0% | +1.8% |
| 6M | +19.2% | -66.5% | +85.8% | +41.3% |
| YTD | -10.5% | -53.0% | +42.5% | -5.0% |
| 1Y | -2.7% | -44.7% | +42.0% | -4.1% |
| All | -16.8% | +14.6% | -31.5% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 3y: compounded portfolio wealth divided by compounded KRMN 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…
3y analysis · Full analysis span regression · 6 months rolling