+122,851.5%
AAPL vs KEY
+1,050.5%
+121,801.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +0.1% | +2.2% | -2.1% | -0.5% |
| 30D | +3.0% | -3.0% | +6.0% | +3.7% |
| 3M | +2.9% | +3.3% | -0.4% | +1.9% |
| 6M | +22.1% | +9.2% | +12.9% | +19.2% |
| YTD | +18.0% | +10.6% | +7.4% | +14.7% |
| 1Y | +33.9% | +20.4% | +13.5% | +27.3% |
| 3Y | +71.2% | +121.8% | -50.7% | +37.3% |
| 5Y | +112.6% | +41.1% | +71.5% | +83.3% |
| 10Y | +1,198.8% | +168.5% | +1,030.2% | +780.7% |
| All | +122,851.5% | +1,050.5% | +121,801.0% | +44,306.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling