-39.3%
APP vs KEY
+22.3%
-61.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | +61.1% | +0.5% | +60.6% | +59.9% |
| 30D | +42.8% | +6.9% | +35.9% | +36.2% |
| 3M | +16.7% | -5.0% | +21.7% | +19.9% |
| 6M | -15.6% | +0.7% | -16.3% | -16.3% |
| YTD | -41.3% | +6.5% | -47.8% | -42.6% |
| 1Y | -39.3% | +22.6% | -61.9% | -47.3% |
| All | -39.3% | +22.3% | -61.6% | -47.3% |
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