-35.9%
APP vs KR
-12.5%
-23.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.3% |
| 7D | +0.9% | +1.5% | -0.6% | +1.5% |
| 30D | -23.3% | +4.1% | -27.4% | -21.9% |
| 3M | -42.6% | -5.2% | -37.4% | -43.6% |
| 6M | -33.6% | -12.8% | -20.8% | -36.8% |
| YTD | -52.4% | -4.6% | -47.8% | -51.5% |
| 1Y | -35.9% | -11.7% | -24.2% | -33.7% |
| All | -35.9% | -12.5% | -23.4% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 1y: compounded portfolio wealth divided by compounded KR 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…
1y analysis · Full analysis span regression · 6 months rolling