+506.6%
APP vs KR
+106.5%
+400.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.5% |
| 7D | +61.1% | +2.7% | +58.4% | +61.3% |
| 30D | +42.8% | +11.3% | +31.5% | +43.8% |
| 3M | +16.7% | +22.3% | -5.6% | +18.2% |
| 6M | -15.6% | +5.8% | -21.4% | -15.1% |
| YTD | -41.3% | +11.7% | -53.0% | -40.9% |
| 1Y | -39.3% | +8.9% | -48.1% | -38.8% |
| 3Y | +803.2% | +67.1% | +736.1% | +766.6% |
| 5Y | +313.2% | +80.0% | +233.1% | +300.6% |
| All | +506.6% | +106.5% | +400.1% | +451.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling