+411.8%
CAH vs KEY
+107.2%
+304.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.2% | +0.1% |
| 7D | +5.9% | -0.5% | +6.4% | +6.0% |
| 30D | +16.5% | +6.7% | +9.8% | +14.7% |
| 3M | +15.7% | -4.6% | +20.4% | +16.9% |
| 6M | +52.7% | +2.6% | +50.1% | +51.5% |
| YTD | +36.3% | +7.0% | +29.3% | +33.4% |
| 1Y | +36.7% | +23.5% | +13.3% | +29.2% |
| 3Y | +178.2% | +126.4% | +51.8% | +116.5% |
| 5Y | +515.8% | +13.0% | +502.7% | +461.5% |
| 10Y | +411.8% | +99.5% | +312.3% | +276.5% |
| All | +411.8% | +107.2% | +304.6% | +276.5% |
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