-11.0%
KR vs APA
+101.6%
-112.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.7% |
| 7D | -0.2% | +4.6% | -4.8% | -0.7% |
| 30D | +5.1% | +11.9% | -6.9% | +3.4% |
| 3M | -8.2% | +22.5% | -30.6% | -10.9% |
| 6M | -18.0% | +37.5% | -55.5% | -21.4% |
| YTD | -4.8% | +87.2% | -91.9% | -11.2% |
| 1Y | -11.0% | +101.4% | -112.5% | -16.7% |
| All | -11.0% | +101.6% | -112.6% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling