+595.7%
HAL vs KEY
+1,050.5%
-454.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +2.9% | +2.2% | +0.7% | +2.1% |
| 30D | +17.0% | -3.0% | +20.1% | +18.3% |
| 3M | -9.7% | +3.3% | -13.0% | -11.0% |
| 6M | +8.6% | +9.2% | -0.6% | +4.5% |
| YTD | +33.0% | +10.6% | +22.3% | +27.0% |
| 1Y | +68.3% | +20.4% | +47.9% | +55.6% |
| 3Y | +0.1% | +121.8% | -121.7% | -27.7% |
| 5Y | +102.6% | +41.1% | +61.5% | +65.5% |
| 10Y | +3.8% | +168.5% | -164.7% | -28.3% |
| All | +595.7% | +1,050.5% | -454.8% | +188.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling