-32.7%
APP vs KR
+10.0%
-42.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.6% |
| 7D | +10.6% | +0.5% | +10.0% | +10.9% |
| 30D | +44.6% | +14.9% | +29.7% | +53.2% |
| 3M | +29.6% | +25.4% | +4.2% | +43.0% |
| 6M | -19.8% | +9.3% | -29.1% | -17.6% |
| YTD | -41.6% | +13.7% | -55.2% | -33.0% |
| 1Y | -32.7% | +9.2% | -41.9% | -23.7% |
| All | -32.7% | +10.0% | -42.7% | -23.7% |
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