+39.7%
HAL vs KEY
+11.7%
+28.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | 0.0% |
| 7D | -12.0% | -1.3% | -10.7% | -11.6% |
| 30D | +0.3% | +5.1% | -4.9% | -1.8% |
| 3M | -1.6% | -7.1% | +5.5% | +1.1% |
| 6M | -20.5% | -4.4% | -16.1% | -19.5% |
| YTD | +14.2% | +4.0% | +10.2% | +11.2% |
| 1Y | +18.9% | +23.4% | -4.5% | +7.7% |
| 3Y | -13.7% | +113.9% | -127.6% | -36.9% |
| All | +39.7% | +11.7% | +28.1% | +17.9% |
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 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