+26,411.8%
CTAS vs KEY
+1,006.4%
+25,405.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +0.5% | +1.8% | -1.3% | 0.0% |
| 30D | +10.2% | +7.1% | +3.1% | +8.2% |
| 3M | +12.1% | -5.9% | +18.0% | +13.8% |
| 6M | +38.3% | +2.2% | +36.1% | +37.1% |
| YTD | +21.9% | +6.4% | +15.5% | +19.2% |
| 1Y | +24.0% | +24.8% | -0.7% | +16.1% |
| 3Y | +75.1% | +125.2% | -50.1% | +36.1% |
| 5Y | +116.9% | +13.0% | +104.0% | +93.5% |
| 10Y | +821.3% | +98.5% | +722.8% | +566.0% |
| All | +26,411.8% | +1,006.4% | +25,405.3% | +10,019.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling