-0.4%
CLSK vs KEY
+37.9%
-38.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +1.7% | -1.8% | +3.5% | +3.2% |
| 30D | +11.1% | -3.3% | +14.4% | +14.2% |
| 3M | -14.1% | -0.2% | -13.9% | -13.9% |
| 6M | +32.9% | +12.1% | +20.8% | +20.9% |
| YTD | +26.5% | +8.4% | +18.1% | +17.8% |
| 1Y | +27.6% | +17.6% | +10.0% | +11.8% |
| 3Y | +190.9% | +123.3% | +67.6% | +71.2% |
| 5Y | -0.4% | +39.5% | -39.9% | -24.8% |
| All | -0.4% | +37.9% | -38.3% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling