-13.7%
HAL vs KEY
+106.2%
-120.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | 0.0% |
| 7D | -12.0% | -1.3% | -10.7% | -11.5% |
| 30D | +0.3% | +5.1% | -4.9% | -2.1% |
| 3M | -1.6% | -7.1% | +5.5% | +1.4% |
| 6M | -20.5% | -4.4% | -16.1% | -19.4% |
| YTD | +14.2% | +4.0% | +10.2% | +10.3% |
| 1Y | +18.9% | +23.4% | -4.5% | +5.2% |
| 3Y | -13.7% | +113.9% | -127.6% | -35.9% |
| All | -13.7% | +106.2% | -120.0% | -35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling