+22.5%
KRE vs APO
-6.0%
+28.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.1% |
| 7D | +0.7% | +5.8% | -5.0% | -0.7% |
| 30D | +6.1% | +8.9% | -2.8% | +3.8% |
| 3M | -5.9% | -13.6% | +7.7% | -2.7% |
| 6M | +9.6% | -5.4% | +15.0% | +10.2% |
| YTD | +14.2% | -13.6% | +27.8% | +19.8% |
| 1Y | +22.5% | -2.5% | +25.0% | +20.4% |
| All | +22.5% | -6.0% | +28.5% | +20.4% |
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