+127.8%
AAPL vs KEYS
+87.1%
+40.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.0% | -2.2% | +0.4% |
| 7D | +3.8% | +3.5% | +0.4% | +2.6% |
| 30D | +9.9% | -4.5% | +14.4% | +11.3% |
| 3M | +12.5% | -0.4% | +12.9% | +10.7% |
| 6M | +27.6% | +19.1% | +8.5% | +15.7% |
| YTD | +22.6% | +66.7% | -44.1% | -5.9% |
| 1Y | +45.0% | +96.5% | -51.5% | +2.1% |
| 3Y | +87.8% | +155.2% | -67.4% | +11.2% |
| All | +127.8% | +87.1% | +40.7% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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