+619.5%
APP vs KR
+28.8%
+590.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.5% |
| 7D | -4.4% | -3.1% | -1.3% | -5.1% |
| 30D | -10.0% | +0.6% | -10.6% | -9.9% |
| 3M | -41.4% | -9.8% | -31.6% | -42.6% |
| 6M | -41.0% | -22.1% | -18.9% | -43.9% |
| YTD | -54.7% | -8.1% | -46.6% | -55.1% |
| 1Y | -45.3% | -14.7% | -30.7% | -46.2% |
| All | +619.5% | +28.8% | +590.7% | +535.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling