+6.2%
EXE vs KEY
+19.7%
-13.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +0.4% |
| 7D | -1.8% | +2.7% | -4.5% | -2.0% |
| 30D | +6.4% | -3.2% | +9.6% | +6.6% |
| 3M | +9.2% | +1.0% | +8.3% | +8.8% |
| 6M | -7.0% | +11.9% | -18.9% | -9.1% |
| YTD | -9.5% | +8.7% | -18.2% | -11.1% |
| 1Y | +6.2% | +18.5% | -12.2% | -1.6% |
| All | +6.2% | +19.7% | -13.5% | -1.6% |
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 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