+90.4%
KRE vs APO
+53.0%
+37.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.4% |
| 7D | +0.7% | +5.8% | -5.0% | -1.5% |
| 30D | +6.1% | +8.9% | -2.8% | +2.4% |
| 3M | -5.9% | -13.6% | +7.7% | -0.7% |
| 6M | +9.6% | -5.4% | +15.0% | +10.7% |
| YTD | +14.2% | -13.6% | +27.8% | +19.2% |
| 1Y | +22.5% | -2.5% | +25.0% | +20.7% |
| 3Y | +90.4% | +50.9% | +39.5% | +60.1% |
| All | +90.4% | +53.0% | +37.4% | +60.1% |
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