+133.4%
KR vs APO
+945.2%
-811.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.7% |
| 7D | -0.2% | -3.5% | +3.3% | 0.0% |
| 30D | +5.1% | -6.6% | +11.6% | +5.4% |
| 3M | -8.2% | -3.3% | -4.9% | -8.1% |
| 6M | -18.0% | +22.6% | -40.6% | -19.0% |
| YTD | -4.8% | -9.8% | +5.0% | -4.4% |
| 1Y | -11.0% | -3.9% | -7.2% | -11.1% |
| 3Y | +37.7% | +52.5% | -14.8% | +31.8% |
| 5Y | +52.8% | +134.0% | -81.2% | +39.9% |
| All | +133.4% | +945.2% | -811.9% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling