+109.0%
AAPL vs KEY
+39.4%
+69.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.7% |
| 7D | -2.7% | +2.7% | -5.5% | -3.4% |
| 30D | +1.0% | -3.2% | +4.2% | +1.8% |
| 3M | +5.0% | +1.0% | +4.0% | +4.5% |
| 6M | +23.0% | +11.9% | +11.2% | +19.3% |
| YTD | +16.6% | +8.7% | +7.9% | +13.8% |
| 1Y | +33.4% | +18.5% | +15.0% | +27.2% |
| 3Y | +79.9% | +124.0% | -44.1% | +45.7% |
| 5Y | +109.0% | +40.8% | +68.2% | +89.2% |
| All | +109.0% | +39.4% | +69.6% | +89.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling