+50.0%
BMY vs KEY
+21.3%
+28.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.1% | -1.9% |
| 7D | +0.4% | +2.2% | -1.8% | -0.1% |
| 30D | +5.0% | -3.0% | +8.0% | +5.6% |
| 3M | +19.4% | +3.3% | +16.1% | +18.1% |
| 6M | +9.5% | +9.2% | +0.3% | +7.1% |
| YTD | +28.1% | +10.6% | +17.4% | +24.8% |
| 1Y | +50.0% | +20.4% | +29.6% | +36.8% |
| All | +50.0% | +21.3% | +28.6% | +36.8% |
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