+358.8%
APP vs KR
+38.2%
+320.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.9% |
| 7D | +0.1% | -1.3% | +1.4% | 0.0% |
| 30D | -10.0% | +1.5% | -11.6% | -9.9% |
| 3M | -44.6% | -8.5% | -36.1% | -45.0% |
| 6M | -37.9% | -21.9% | -16.0% | -39.1% |
| YTD | -53.7% | -6.9% | -46.8% | -53.9% |
| 1Y | -43.0% | -14.0% | -29.0% | -43.3% |
| 3Y | +640.8% | +30.3% | +610.5% | +619.1% |
| 5Y | +358.8% | +37.7% | +321.1% | +337.2% |
| All | +358.8% | +38.2% | +320.7% | +337.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling