+17.0%
KDP vs APO
+67.1%
-50.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | +2.2% | +0.8% | +1.4% | +2.1% |
| 30D | +19.9% | +1.0% | +18.9% | +19.8% |
| 3M | +21.5% | -8.4% | +29.9% | +22.2% |
| 6M | +30.1% | -9.1% | +39.2% | +30.8% |
| YTD | +34.9% | -18.3% | +53.3% | +36.7% |
| 1Y | +43.4% | -8.0% | +51.4% | +43.6% |
| 3Y | +29.1% | +47.1% | -18.0% | +18.9% |
| All | +17.0% | +67.1% | -50.1% | +4.8% |
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