+27.8%
EOG vs KEY
+19.7%
+8.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | -0.2% |
| 7D | -2.0% | +2.7% | -4.8% | -1.6% |
| 30D | +7.9% | -3.2% | +11.1% | +7.4% |
| 3M | +4.5% | +1.0% | +3.5% | +4.4% |
| 6M | +12.3% | +11.9% | +0.4% | +12.6% |
| YTD | +41.9% | +8.7% | +33.2% | +41.2% |
| 1Y | +27.8% | +18.5% | +9.4% | +23.8% |
| All | +27.8% | +19.7% | +8.1% | +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 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