+21.8%
KDP vs APO
+1.0%
+20.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | -0.1% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +8.5% | +3.9% | +4.6% | +8.8% |
| 3M | +6.6% | +3.8% | +2.8% | +7.1% |
| 6M | +17.1% | +22.3% | -5.2% | +17.5% |
| YTD | +19.0% | -7.8% | +26.8% | +19.8% |
| 1Y | +21.8% | -0.3% | +22.1% | +22.2% |
| All | +21.8% | +1.0% | +20.7% | +22.2% |
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