+204.2%
EQT vs KEY
+37.9%
+166.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -1.2% | -1.8% | +0.6% | -0.6% |
| 30D | +1.1% | -3.3% | +4.4% | +2.1% |
| 3M | +4.8% | -0.2% | +5.0% | +4.6% |
| 6M | -10.6% | +12.1% | -22.7% | -14.4% |
| YTD | +3.4% | +8.4% | -5.0% | -0.2% |
| 1Y | +8.7% | +17.6% | -9.0% | +1.7% |
| 3Y | +35.0% | +123.3% | -88.4% | -1.0% |
| 5Y | +204.2% | +39.5% | +164.7% | +106.6% |
| All | +204.2% | +37.9% | +166.3% | +106.6% |
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 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