+61,451.9%
APH vs KEY
+572.0%
+60,880.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.6% | -51.4% | -48.8% |
| 7D | -48.7% | +1.7% | -50.4% | -49.4% |
| 30D | -51.9% | -3.0% | -48.9% | -52.0% |
| 3M | -43.6% | +3.3% | -46.9% | -44.6% |
| 6M | -37.5% | +9.2% | -46.7% | -39.5% |
| YTD | -38.6% | +10.6% | -49.3% | -40.9% |
| 1Y | -26.3% | +20.4% | -46.7% | -30.8% |
| 3Y | +89.2% | +121.8% | -32.6% | +48.3% |
| 5Y | +119.8% | +41.1% | +78.7% | +86.8% |
| 10Y | +454.3% | +168.5% | +285.7% | +275.3% |
| All | +61,451.9% | +572.0% | +60,880.0% | +24,413.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling