+32.8%
KR vs APA
+12.6%
+20.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.3% | -1.4% |
| 7D | -3.1% | +0.3% | -3.4% | -3.1% |
| 30D | +0.6% | +9.3% | -8.7% | +0.3% |
| 3M | -9.8% | +23.3% | -33.1% | -10.5% |
| 6M | -22.1% | +39.5% | -61.6% | -22.7% |
| YTD | -8.1% | +87.6% | -95.7% | -8.8% |
| 1Y | -14.7% | +114.2% | -128.9% | -15.0% |
| All | +32.8% | +12.6% | +20.2% | +44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling