+26,150.7%
CTAS vs KEY
+1,006.9%
+25,143.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.0% |
| 7D | +0.7% | +0.5% | +0.2% | +0.5% |
| 30D | +11.3% | +6.9% | +4.4% | +9.3% |
| 3M | +11.4% | -5.0% | +16.4% | +12.8% |
| 6M | +35.6% | +0.7% | +34.9% | +35.0% |
| YTD | +20.7% | +6.5% | +14.2% | +18.0% |
| 1Y | +22.8% | +22.6% | +0.2% | +15.5% |
| 3Y | +73.4% | +125.3% | -51.9% | +34.7% |
| 5Y | +117.6% | +13.9% | +103.7% | +93.6% |
| 10Y | +818.4% | +105.3% | +713.1% | +558.2% |
| All | +26,150.7% | +1,006.9% | +25,143.8% | +9,918.7% |
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