+51.9%
DOW vs KEY
+29.6%
+22.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -3.1% |
| 7D | -4.2% | +1.7% | -5.8% | -4.1% |
| 30D | +14.7% | +6.8% | +7.9% | +15.1% |
| 3M | +9.1% | -5.8% | +14.9% | +8.4% |
| 6M | -17.7% | +1.4% | -19.1% | -18.2% |
| YTD | +44.6% | +7.5% | +37.1% | +38.8% |
| 1Y | +51.9% | +29.6% | +22.3% | +27.0% |
| All | +51.9% | +29.6% | +22.3% | +27.0% |
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