+352.5%
APH vs KEEL
-39.1%
+391.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +1.6% | +19.3% | -17.7% | -0.5% |
| 30D | -3.0% | +9.1% | -12.1% | -4.3% |
| 3M | +5.7% | -31.5% | +37.3% | +8.9% |
| 6M | +20.0% | +75.8% | -55.8% | +10.0% |
| YTD | +20.8% | +57.9% | -37.1% | +11.3% |
| 1Y | +40.2% | +133.3% | -93.1% | +20.4% |
| 3Y | +288.1% | +204.1% | +84.0% | +197.9% |
| 5Y | +352.5% | -37.5% | +390.1% | +277.7% |
| All | +352.5% | -39.1% | +391.6% | +277.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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