+22.6%
KEY vs APTV
-52.9%
+75.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.2% |
| 7D | +0.5% | -4.3% | +4.8% | +1.2% |
| 30D | +6.9% | -9.7% | +16.5% | +8.4% |
| 3M | -5.0% | -20.6% | +15.6% | -2.0% |
| 6M | +0.7% | -31.7% | +32.4% | +4.1% |
| YTD | +6.5% | -48.0% | +54.5% | +16.2% |
| 1Y | +22.6% | -52.1% | +74.7% | +36.7% |
| All | +22.6% | -52.9% | +75.5% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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