+19.6%
KWEB vs APO
+889.0%
-869.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +1.0% | -0.6% |
| 7D | -4.3% | -4.9% | +0.6% | -2.6% |
| 30D | -13.0% | -8.4% | -4.6% | -10.4% |
| 3M | -7.6% | -2.1% | -5.5% | -7.5% |
| 6M | -21.1% | +19.2% | -40.4% | -26.9% |
| YTD | -28.2% | -10.5% | -17.7% | -26.7% |
| 1Y | -34.9% | -2.7% | -32.2% | -36.0% |
| 3Y | -0.8% | +52.5% | -53.2% | -22.1% |
| 5Y | -43.6% | +132.1% | -175.6% | -62.9% |
| 10Y | -21.7% | +924.7% | -946.4% | -72.2% |
| All | +19.6% | +889.0% | -869.4% | -54.7% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling