+9.7%
BKR vs KEY
+29.6%
-20.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.5% | -7.0% | -5.8% |
| 7D | -8.8% | +1.7% | -10.4% | -9.1% |
| 30D | -13.1% | +6.8% | -19.9% | -14.4% |
| 3M | -18.9% | -5.8% | -13.1% | -17.9% |
| 6M | -27.2% | +1.4% | -28.7% | -28.3% |
| YTD | +10.7% | +7.5% | +3.2% | +3.3% |
| 1Y | +9.7% | +29.6% | -20.0% | -7.6% |
| All | +9.7% | +29.6% | -20.0% | -7.6% |
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