+88.8%
APA vs KEY
+21.3%
+67.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.2% |
| 7D | +0.5% | +2.2% | -1.7% | +0.8% |
| 30D | +23.4% | -3.0% | +26.4% | +23.1% |
| 3M | +12.7% | +3.3% | +9.4% | +12.2% |
| 6M | +39.4% | +9.2% | +30.2% | +38.7% |
| YTD | +79.0% | +10.6% | +68.3% | +76.2% |
| 1Y | +88.8% | +20.4% | +68.4% | +74.8% |
| All | +88.8% | +21.3% | +67.5% | +74.8% |
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