-45.3%
APP vs KR
-14.9%
-30.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.7% |
| 7D | -4.4% | -3.1% | -1.3% | -5.6% |
| 30D | -10.0% | +0.6% | -10.6% | -9.8% |
| 3M | -41.4% | -9.8% | -31.6% | -43.7% |
| 6M | -41.0% | -22.1% | -18.9% | -46.9% |
| YTD | -54.7% | -8.1% | -46.6% | -54.5% |
| 1Y | -45.3% | -14.7% | -30.7% | -43.5% |
| All | -45.3% | -14.9% | -30.4% | -43.5% |
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