+133.4%
KR vs APD
+166.7%
-33.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.8% |
| 7D | -0.2% | -3.3% | +3.1% | +0.3% |
| 30D | +5.1% | -4.2% | +9.2% | +5.7% |
| 3M | -8.2% | +5.4% | -13.6% | -8.9% |
| 6M | -18.0% | +6.3% | -24.3% | -18.9% |
| YTD | -4.8% | +20.3% | -25.1% | -7.6% |
| 1Y | -11.0% | +1.6% | -12.6% | -11.6% |
| 3Y | +37.7% | +4.0% | +33.7% | +34.6% |
| 5Y | +52.8% | +23.3% | +29.5% | +43.2% |
| All | +133.4% | +166.7% | -33.3% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded APD 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling