+30.5%
AAPL vs KEY
+22.7%
+7.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.3% | +1.8% |
| 7D | +3.7% | -0.4% | +4.0% | +3.7% |
| 30D | +4.2% | +7.2% | -3.0% | +2.6% |
| 3M | +12.0% | -4.9% | +16.9% | +13.2% |
| 6M | +19.8% | +1.1% | +18.7% | +18.3% |
| YTD | +29.3% | +6.8% | +22.5% | +25.9% |
| All | +30.5% | +22.7% | +7.8% | +23.7% |
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