+25.0%
FLEX vs KEY
+29.6%
-4.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.5% | -13.8% | -13.4% |
| 7D | -17.0% | +1.7% | -18.6% | -18.1% |
| 30D | -33.8% | +6.8% | -40.6% | -37.3% |
| 3M | -39.0% | -5.8% | -33.2% | -35.9% |
| 6M | -15.9% | +1.4% | -17.3% | -16.7% |
| YTD | +27.8% | +7.5% | +20.3% | +18.4% |
| 1Y | +25.0% | +29.6% | -4.7% | +3.2% |
| All | +25.0% | +29.6% | -4.7% | +3.2% |
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