+16.2%
KDP vs APO
+81.1%
-64.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.4% |
| 7D | -0.8% | +5.8% | -6.5% | -1.3% |
| 30D | +9.7% | +8.9% | +0.8% | +9.0% |
| 3M | +17.6% | -13.6% | +31.3% | +18.8% |
| 6M | +25.8% | -5.4% | +31.2% | +26.1% |
| YTD | +33.9% | -13.6% | +47.5% | +35.0% |
| 1Y | +38.9% | -2.5% | +41.4% | +38.4% |
| 3Y | +26.8% | +50.9% | -24.1% | +16.7% |
| All | +16.2% | +81.1% | -64.9% | +4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling