+326.9%
KO vs APO
+1,727.7%
-1,400.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +1.5% | +3.9% | -2.4% | +0.9% |
| 3M | +11.8% | +3.8% | +8.0% | +10.9% |
| 6M | +16.2% | +22.3% | -6.1% | +12.4% |
| YTD | +28.1% | -7.8% | +35.9% | +28.5% |
| 1Y | +34.8% | -0.3% | +35.1% | +33.3% |
| 3Y | +65.5% | +57.1% | +8.3% | +47.4% |
| 5Y | +81.6% | +137.0% | -55.4% | +46.3% |
| 10Y | +176.7% | +946.8% | -770.1% | +71.4% |
| All | +326.9% | +1,727.7% | -1,400.8% | +133.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling