+34.0%
KR vs APO
+50.8%
-16.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +0.9% |
| 7D | -2.7% | -4.9% | +2.2% | -2.7% |
| 30D | +1.9% | -8.4% | +10.4% | +1.8% |
| 3M | -11.0% | -2.1% | -9.0% | -11.0% |
| 6M | -20.2% | +19.2% | -39.5% | -19.9% |
| YTD | -7.3% | -10.5% | +3.2% | -7.1% |
| 1Y | -13.1% | -2.7% | -10.4% | -12.9% |
| All | +34.0% | +50.8% | -16.8% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling