+391.7%
APP vs KR
+76.4%
+315.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +0.9% | +1.5% | -0.6% | +1.0% |
| 30D | -23.3% | +4.1% | -27.4% | -23.0% |
| 3M | -42.6% | -5.2% | -37.4% | -42.7% |
| 6M | -33.6% | -12.8% | -20.8% | -34.0% |
| YTD | -52.4% | -4.6% | -47.8% | -52.5% |
| 1Y | -35.9% | -11.7% | -24.2% | -36.0% |
| 3Y | +642.2% | +36.3% | +606.0% | +607.9% |
| 5Y | +311.1% | +40.0% | +271.1% | +304.1% |
| All | +391.7% | +76.4% | +315.3% | +342.4% |
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