+23.7%
BBY vs KEYS
+98.0%
-74.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.8% | +3.1% |
| 7D | +9.5% | +2.3% | +7.2% | +9.4% |
| 30D | +6.8% | -2.6% | +9.5% | +6.8% |
| 3M | +28.9% | -4.6% | +33.5% | +29.0% |
| 6M | +37.8% | +8.7% | +29.1% | +35.4% |
| YTD | +38.7% | +61.0% | -22.3% | +18.7% |
| 1Y | +23.7% | +96.0% | -72.3% | -6.2% |
| All | +23.7% | +98.0% | -74.3% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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