+82.6%
KO vs APO
+132.8%
-50.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | +0.2% | -3.5% | +3.8% | +0.4% |
| 30D | +1.8% | -6.6% | +8.4% | +2.0% |
| 3M | +7.7% | -3.3% | +10.9% | +7.8% |
| 6M | +15.3% | +22.6% | -7.3% | +14.2% |
| YTD | +28.0% | -9.8% | +37.8% | +28.5% |
| 1Y | +34.3% | -3.9% | +38.1% | +34.2% |
| 3Y | +63.8% | +52.5% | +11.3% | +53.6% |
| All | +82.6% | +132.8% | -50.2% | +56.9% |
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