+71.4%
KR vs APD
+29.7%
+41.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +4.6% | +3.8% | +0.7% | +4.3% |
| 30D | +12.2% | +8.2% | +4.0% | +11.6% |
| 3M | +24.6% | +4.3% | +20.3% | +24.2% |
| 6M | +8.2% | +4.7% | +3.5% | +7.8% |
| YTD | +15.3% | +31.5% | -16.3% | +13.1% |
| 1Y | +9.8% | +23.5% | -13.8% | +8.0% |
| 3Y | +71.4% | +29.1% | +42.2% | +64.5% |
| All | +71.4% | +29.7% | +41.6% | +64.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling