+45.9%
KDP vs APO
-8.0%
+54.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.8% | +0.6% |
| 7D | +0.3% | +2.3% | -2.0% | 0.0% |
| 30D | +16.3% | +3.0% | +13.3% | +15.9% |
| 3M | +24.0% | -3.7% | +27.7% | +23.7% |
| 6M | +30.0% | -7.5% | +37.5% | +30.0% |
| YTD | +36.1% | -14.5% | +50.6% | +36.7% |
| All | +45.9% | -8.0% | +54.0% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling