+40.5%
ALL vs KEY
+29.6%
+10.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.4% | +2.7% |
| 7D | +7.5% | +1.7% | +5.9% | +7.3% |
| 30D | +19.7% | +6.8% | +12.9% | +18.8% |
| 3M | +2.9% | -5.8% | +8.7% | +2.8% |
| 6M | +23.5% | +1.4% | +22.1% | +22.3% |
| YTD | +31.1% | +7.5% | +23.6% | +28.5% |
| 1Y | +40.5% | +29.6% | +10.8% | +32.9% |
| All | +40.5% | +29.6% | +10.8% | +32.9% |
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