-22.5%
KWEB vs APO
+945.2%
-967.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.4% |
| 7D | -5.6% | -3.5% | -2.1% | -4.4% |
| 30D | -10.7% | -6.6% | -4.1% | -8.7% |
| 3M | -7.4% | -3.3% | -4.1% | -7.0% |
| 6M | -19.3% | +22.6% | -41.9% | -25.9% |
| YTD | -27.8% | -9.8% | -18.0% | -26.4% |
| 1Y | -35.9% | -3.9% | -32.1% | -36.7% |
| 3Y | -1.9% | +52.5% | -54.4% | -23.2% |
| 5Y | -43.2% | +134.0% | -177.2% | -63.0% |
| All | -22.5% | +945.2% | -967.8% | -68.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling