+16.6%
KRE vs APO
+1.9%
+14.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +1.3% | -1.0% | +2.3% | +1.6% |
| 30D | -2.7% | +3.5% | -6.1% | -3.8% |
| 3M | +8.2% | +4.5% | +3.7% | +6.2% |
| 6M | +12.8% | +22.8% | -10.0% | +4.6% |
| YTD | +17.5% | -6.5% | +24.0% | +20.7% |
| 1Y | +16.6% | +0.8% | +15.8% | +12.4% |
| All | +16.6% | +1.9% | +14.7% | +12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling