+247.7%
APH vs KEY
+107.3%
+140.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.7% | -6.6% | -8.4% |
| 7D | -12.7% | -2.5% | -10.3% | -11.9% |
| 30D | -19.2% | +4.1% | -23.2% | -20.3% |
| 3M | -16.7% | -8.4% | -8.3% | -14.2% |
| 6M | +5.1% | -2.3% | +7.4% | +5.8% |
| YTD | +6.6% | +4.6% | +2.0% | +4.5% |
| 1Y | +3.9% | +24.6% | -20.7% | -4.1% |
| All | +247.7% | +107.3% | +140.4% | +180.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling