+301.6%
KRE vs APO
+1,753.5%
-1,451.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | +1.3% | -1.0% | +2.3% | +1.7% |
| 30D | -2.7% | +3.5% | -6.1% | -4.3% |
| 3M | +8.2% | +4.5% | +3.7% | +5.3% |
| 6M | +12.8% | +22.8% | -10.0% | +1.8% |
| YTD | +17.5% | -6.5% | +24.0% | +18.5% |
| 1Y | +16.6% | +0.8% | +15.8% | +13.3% |
| 3Y | +79.5% | +62.0% | +17.5% | +38.7% |
| 5Y | +32.4% | +138.2% | -105.8% | -15.4% |
| 10Y | +124.1% | +940.3% | -816.1% | -19.0% |
| All | +301.6% | +1,753.5% | -1,451.8% | +4.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling