+1,502.7%
BA vs KEY
+1,017.8%
+484.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.7% |
| 7D | +5.9% | +1.7% | +4.2% | +5.4% |
| 30D | -8.2% | +6.8% | -14.9% | -10.1% |
| 3M | -25.4% | -5.8% | -19.6% | -24.0% |
| 6M | -20.0% | +1.4% | -21.5% | -20.5% |
| YTD | -18.5% | +7.5% | -26.0% | -20.6% |
| 1Y | -10.6% | +29.6% | -40.2% | -18.0% |
| 3Y | -9.3% | +118.8% | -128.0% | -30.9% |
| 5Y | -16.9% | +16.8% | -33.8% | -26.2% |
| 10Y | +37.9% | +133.0% | -95.2% | +0.1% |
| All | +1,502.7% | +1,017.8% | +484.9% | +453.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling