+48.8%
KR vs APA
+169.7%
-120.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.9% |
| 7D | -2.7% | +0.8% | -3.5% | -2.7% |
| 30D | +1.9% | +9.6% | -7.7% | +1.3% |
| 3M | -11.0% | +18.0% | -29.1% | -12.1% |
| 6M | -20.2% | +41.9% | -62.1% | -21.9% |
| YTD | -7.3% | +86.3% | -93.6% | -10.5% |
| 1Y | -13.1% | +97.9% | -111.0% | -16.4% |
| 3Y | +29.7% | +12.8% | +16.9% | +30.5% |
| 5Y | +48.8% | +177.2% | -128.4% | +43.1% |
| All | +48.8% | +169.7% | -120.9% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling