+34.3%
BBY vs KEYS
+84.2%
-49.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -7.0% | +11.4% | +4.6% |
| 7D | +5.1% | -3.7% | +8.8% | +5.1% |
| 30D | +9.7% | -12.0% | +21.7% | +10.2% |
| 3M | +22.4% | -10.2% | +32.5% | +22.8% |
| 6M | +55.9% | +12.6% | +43.3% | +51.6% |
| YTD | +45.8% | +55.0% | -9.3% | +25.4% |
| All | +34.3% | +84.2% | -49.9% | +5.0% |
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