+21.4%
BBY vs KEY
+18.3%
+3.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.7% | -1.8% | +2.4% | +1.6% |
| 30D | +5.8% | -3.3% | +9.1% | +7.4% |
| 3M | +18.0% | -0.2% | +18.2% | +17.9% |
| 6M | +39.8% | +12.1% | +27.7% | +31.6% |
| YTD | +35.4% | +8.4% | +27.0% | +29.7% |
| 1Y | +21.4% | +17.6% | +3.8% | +6.7% |
| All | +21.4% | +18.3% | +3.1% | +6.7% |
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