+345.6%
APH vs KEYS
+79.0%
+266.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -0.5% |
| 7D | -2.2% | +0.9% | -3.2% | -2.7% |
| 30D | -4.0% | -5.3% | +1.2% | -1.4% |
| 3M | +7.7% | +0.5% | +7.2% | +7.0% |
| 6M | +17.8% | +14.0% | +3.7% | +9.3% |
| YTD | +19.2% | +60.3% | -41.1% | -9.3% |
| 1Y | +35.7% | +91.3% | -55.6% | -6.7% |
| 3Y | +282.9% | +146.1% | +136.8% | +122.7% |
| 5Y | +345.6% | +80.8% | +264.9% | +196.1% |
| All | +345.6% | +79.0% | +266.7% | +196.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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