-16.1%
APO vs KRMN
+17.6%
-33.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.4% |
| 7D | -3.5% | -11.8% | +8.2% | -1.6% |
| 30D | -6.6% | -43.0% | +36.5% | +2.6% |
| 3M | -3.3% | -28.8% | +25.6% | +1.5% |
| 6M | +22.6% | -66.3% | +88.9% | +45.3% |
| YTD | -9.8% | -51.8% | +42.0% | -4.7% |
| 1Y | -3.9% | -44.7% | +40.8% | -4.8% |
| All | -16.1% | +17.6% | -33.7% | -45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling