+128.7%
KEY vs APTV
-48.7%
+177.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +2.9% | -1.7% | +4.7% | +3.5% |
| 30D | +8.4% | -11.6% | +20.0% | +12.5% |
| 3M | -5.8% | -21.2% | +15.4% | +1.1% |
| 6M | +5.4% | -28.5% | +34.0% | +13.5% |
| YTD | +7.1% | -49.1% | +56.1% | +29.7% |
| 1Y | +26.8% | -52.2% | +79.0% | +57.5% |
| 3Y | +128.7% | -48.6% | +177.3% | +150.7% |
| All | +128.7% | -48.7% | +177.4% | +150.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling