+178.5%
CAH vs KEY
+118.7%
+59.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.7% | +0.8% |
| 7D | +7.8% | -0.4% | +8.2% | +7.9% |
| 30D | +15.5% | +7.2% | +8.2% | +14.9% |
| 3M | +16.3% | -4.9% | +21.2% | +16.6% |
| 6M | +50.0% | +1.1% | +49.0% | +49.9% |
| YTD | +34.7% | +6.8% | +27.9% | +34.2% |
| 1Y | +35.9% | +23.3% | +12.7% | +34.5% |
| 3Y | +178.5% | +126.1% | +52.4% | +192.5% |
| All | +178.5% | +118.7% | +59.8% | +192.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling