+4,143.0%
KR vs APA
+860.1%
+3,282.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.3% | -1.6% |
| 7D | -3.1% | +0.3% | -3.4% | -3.1% |
| 30D | +0.6% | +9.3% | -8.7% | -0.1% |
| 3M | -9.8% | +23.3% | -33.1% | -11.4% |
| 6M | -22.1% | +39.5% | -61.6% | -24.4% |
| YTD | -8.1% | +87.6% | -95.7% | -12.9% |
| 1Y | -14.7% | +114.2% | -128.9% | -20.1% |
| 3Y | +28.6% | +13.6% | +15.0% | +24.8% |
| 5Y | +36.4% | +175.6% | -139.2% | +20.5% |
| 10Y | +120.8% | -2.6% | +123.4% | +97.0% |
| All | +4,143.0% | +860.1% | +3,282.9% | +2,591.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling