+10.9%
GE vs KEY
+23.0%
-12.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +1.0% | +1.2% |
| 7D | +4.0% | -0.5% | +4.5% | +4.3% |
| 30D | +11.1% | +6.7% | +4.3% | +7.7% |
| 3M | -6.7% | -4.6% | -2.1% | -4.1% |
| 6M | +14.3% | +2.6% | +11.7% | +12.6% |
| YTD | +11.7% | +7.0% | +4.8% | +8.5% |
| 1Y | +10.9% | +23.5% | -12.6% | +6.4% |
| All | +10.9% | +23.0% | -12.1% | +6.4% |
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