+93.3%
HAL vs KEYS
+87.1%
+6.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.0% | -4.6% | -1.9% |
| 7D | -3.3% | +3.5% | -6.8% | -4.4% |
| 30D | +8.2% | -4.5% | +12.6% | +9.5% |
| 3M | -9.4% | -0.4% | -9.0% | -10.3% |
| 6M | +0.6% | +19.1% | -18.5% | -7.0% |
| YTD | +28.6% | +66.7% | -38.1% | +3.1% |
| 1Y | +63.9% | +96.5% | -32.6% | +22.4% |
| 3Y | -7.1% | +155.2% | -162.3% | -38.3% |
| All | +93.3% | +87.1% | +6.2% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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