+7,926.8%
BNY vs KEY
+1,030.3%
+6,896.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.3% |
| 7D | +1.5% | +2.7% | -1.3% | 0.0% |
| 30D | +3.3% | -3.2% | +6.5% | +5.1% |
| 3M | +15.3% | +1.0% | +14.4% | +14.6% |
| 6M | +42.5% | +11.9% | +30.6% | +33.7% |
| YTD | +42.0% | +8.7% | +33.3% | +35.2% |
| 1Y | +59.3% | +18.5% | +40.8% | +44.3% |
| 3Y | +291.2% | +124.0% | +167.3% | +137.6% |
| 5Y | +252.1% | +40.8% | +211.2% | +156.8% |
| 10Y | +407.1% | +167.0% | +240.1% | +130.8% |
| All | +7,926.8% | +1,030.3% | +6,896.5% | +849.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling