+58.9%
BNY vs KEYS
+98.0%
-39.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.1% |
| 7D | +1.4% | +2.3% | -0.8% | +1.1% |
| 30D | +3.8% | -2.6% | +6.5% | +4.2% |
| 3M | +14.9% | -4.6% | +19.5% | +15.2% |
| 6M | +40.3% | +8.7% | +31.6% | +37.0% |
| YTD | +43.8% | +61.0% | -17.3% | +29.4% |
| 1Y | +58.9% | +96.0% | -37.1% | +36.0% |
| All | +58.9% | +98.0% | -39.1% | +36.0% |
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