+269.1%
BLK vs KEY
+171.1%
+98.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -5.2% | -1.8% | -3.4% | -4.5% |
| 30D | -7.0% | -3.3% | -3.7% | -5.8% |
| 3M | +5.7% | -0.2% | +5.8% | +5.7% |
| 6M | +11.0% | +12.1% | -1.1% | +5.8% |
| YTD | +0.9% | +8.4% | -7.5% | -2.6% |
| 1Y | -1.6% | +17.6% | -19.3% | -8.4% |
| 3Y | +64.5% | +123.3% | -58.9% | +14.2% |
| 5Y | +30.9% | +39.5% | -8.7% | +5.5% |
| All | +269.1% | +171.1% | +98.0% | +116.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling