+139.2%
APO vs KVUE
-20.6%
+159.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | -0.2% |
| 7D | -1.0% | -7.2% | +6.2% | 0.0% |
| 30D | -0.4% | -5.7% | +5.3% | +0.4% |
| 3M | -0.9% | +0.2% | -1.0% | -1.0% |
| 6M | +22.1% | 0.0% | +22.1% | +22.0% |
| YTD | -8.4% | +6.5% | -14.9% | -9.4% |
| 1Y | -0.9% | -1.4% | +0.5% | -1.3% |
| 3Y | +56.1% | -5.6% | +61.7% | +54.5% |
| All | +139.2% | -20.6% | +159.8% | +130.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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