+33.4%
AAPL vs KEY
+19.7%
+13.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.8% |
| 7D | -2.7% | +2.7% | -5.5% | -3.3% |
| 30D | +1.0% | -3.2% | +4.2% | +1.7% |
| 3M | +5.0% | +1.0% | +4.0% | +4.2% |
| 6M | +23.0% | +11.9% | +11.2% | +18.2% |
| YTD | +16.6% | +8.7% | +7.9% | +13.7% |
| 1Y | +33.4% | +18.5% | +15.0% | +20.1% |
| All | +33.4% | +19.7% | +13.7% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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