+396.9%
APP vs KR
+76.1%
+320.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +3.2% |
| 7D | +1.1% | -0.2% | +1.2% | +1.0% |
| 30D | +6.6% | +5.1% | +1.6% | +7.0% |
| 3M | -32.3% | -8.2% | -24.2% | -32.6% |
| 6M | -29.8% | -18.0% | -11.8% | -30.4% |
| YTD | -51.9% | -4.8% | -47.1% | -52.1% |
| 1Y | -43.3% | -11.0% | -32.3% | -43.4% |
| 3Y | +664.1% | +37.7% | +626.4% | +627.9% |
| 5Y | +318.7% | +52.8% | +265.9% | +304.6% |
| All | +396.9% | +76.1% | +320.8% | +346.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling