+73.9%
HBAN vs KEY
+126.3%
-52.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | +0.8% | +1.8% | -1.0% | -0.6% |
| 30D | +3.2% | +7.1% | -3.9% | -2.3% |
| 3M | -11.1% | -5.9% | -5.1% | -6.7% |
| 6M | +1.2% | +2.2% | -1.0% | -0.3% |
| YTD | -6.7% | +6.4% | -13.1% | -10.6% |
| 1Y | +2.4% | +24.8% | -22.3% | -12.9% |
| All | +73.9% | +126.3% | -52.3% | +0.8% |
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