+7.6%
KDP vs APO
+61.7%
-54.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +1.3% | -1.0% | +2.3% | +1.3% |
| 30D | +6.0% | +3.5% | +2.5% | +6.0% |
| 3M | +9.2% | +4.5% | +4.7% | +9.2% |
| 6M | +14.7% | +22.8% | -8.1% | +14.1% |
| YTD | +19.2% | -6.5% | +25.7% | +19.5% |
| 1Y | +15.2% | +0.8% | +14.3% | +15.2% |
| All | +7.6% | +61.7% | -54.1% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling