+50.9%
APO vs KEY
+127.6%
-76.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.4% |
| 7D | +5.8% | +2.9% | +2.8% | +3.9% |
| 30D | +8.9% | +8.4% | +0.5% | +3.7% |
| 3M | -13.6% | -5.8% | -7.9% | -10.3% |
| 6M | -5.4% | +5.4% | -10.8% | -8.6% |
| YTD | -13.6% | +7.1% | -20.7% | -17.2% |
| 1Y | -2.5% | +26.8% | -29.3% | -15.7% |
| 3Y | +50.9% | +128.7% | -77.8% | +15.4% |
| All | +50.9% | +127.6% | -76.8% | +15.4% |
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