+88.2%
APA vs KEY
+22.7%
+65.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | +0.4% |
| 7D | -8.7% | -0.4% | -8.4% | -8.8% |
| 30D | -2.4% | +7.2% | -9.6% | -1.0% |
| 3M | +19.0% | -4.9% | +23.9% | +17.5% |
| 6M | +26.8% | +1.1% | +25.7% | +26.4% |
| YTD | +87.3% | +6.8% | +80.5% | +86.8% |
| All | +88.2% | +22.7% | +65.5% | +76.0% |
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 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