+8.5%
CRCL vs KEY
+43.9%
-35.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -12.5% | -1.8% | -10.7% | -11.4% |
| 30D | +26.9% | -3.3% | +30.2% | +29.4% |
| 3M | +14.4% | -0.2% | +14.6% | +12.7% |
| 6M | -23.5% | +12.1% | -35.6% | -34.0% |
| YTD | +13.9% | +8.4% | +5.5% | +1.5% |
| 1Y | -20.6% | +17.6% | -38.2% | -36.2% |
| All | +8.5% | +43.9% | -35.4% | -23.8% |
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