+175.8%
KDP vs APO
+948.0%
-772.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +8.5% | +3.9% | +4.6% | +7.9% |
| 3M | +6.6% | +3.8% | +2.8% | +5.9% |
| 6M | +17.1% | +22.3% | -5.2% | +13.8% |
| YTD | +19.0% | -7.8% | +26.8% | +19.5% |
| 1Y | +21.8% | -0.3% | +22.1% | +20.8% |
| 3Y | +6.4% | +57.1% | -50.7% | -3.3% |
| 5Y | +5.1% | +137.0% | -131.8% | -12.4% |
| 10Y | +175.8% | +946.8% | -771.0% | +98.3% |
| All | +175.8% | +948.0% | -772.1% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling