+133,818.3%
AAPL vs KEY
+1,006.9%
+132,811.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +5.0% | +0.5% | +4.5% | +4.9% |
| 30D | +3.5% | +6.9% | -3.3% | +1.8% |
| 3M | +13.1% | -5.0% | +18.1% | +14.3% |
| 6M | +19.0% | +0.7% | +18.3% | +18.5% |
| YTD | +28.5% | +6.5% | +22.1% | +26.1% |
| 1Y | +29.7% | +22.6% | +7.1% | +22.8% |
| 3Y | +89.2% | +125.3% | -36.1% | +51.7% |
| 5Y | +141.2% | +13.9% | +127.3% | +119.2% |
| 10Y | +1,306.6% | +105.3% | +1,201.3% | +920.2% |
| All | +133,818.3% | +1,006.9% | +132,811.3% | +48,694.0% |
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