+99.3%
CNC vs KEY
+23.0%
+76.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -7.3% | -0.5% | -6.8% | -7.1% |
| 30D | +5.2% | +6.7% | -1.6% | +3.7% |
| 3M | +8.6% | -4.6% | +13.2% | +9.3% |
| 6M | +25.1% | +2.6% | +22.5% | +24.7% |
| YTD | +71.3% | +7.0% | +64.3% | +65.5% |
| 1Y | +99.3% | +23.5% | +75.9% | +88.3% |
| All | +99.3% | +23.0% | +76.3% | +88.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling