-26.3%
APH vs KEY
+21.3%
-47.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.6% | -51.4% | -48.0% |
| 7D | -48.7% | +1.7% | -50.4% | -48.6% |
| 30D | -51.9% | -3.0% | -48.9% | -51.0% |
| 3M | -43.6% | +3.3% | -46.9% | -43.9% |
| 6M | -37.5% | +9.2% | -46.7% | -39.2% |
| YTD | -38.6% | +10.6% | -49.3% | -40.4% |
| 1Y | -26.3% | +20.4% | -46.7% | -28.0% |
| All | -26.3% | +21.3% | -47.7% | -28.0% |
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