+35.2%
HBAN vs KEY
+40.7%
-5.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | -1.5% | -0.3% | -1.2% | -1.3% |
| 30D | -5.5% | -3.3% | -2.2% | -3.3% |
| 3M | -0.2% | -0.7% | +0.5% | +0.4% |
| 6M | +5.2% | +12.5% | -7.4% | -2.9% |
| YTD | -2.3% | +8.4% | -10.7% | -7.2% |
| 1Y | -2.2% | +18.4% | -20.6% | -12.7% |
| 3Y | +73.8% | +123.3% | -49.5% | +0.1% |
| 5Y | +35.2% | +38.8% | -3.6% | +5.7% |
| All | +35.2% | +40.7% | -5.5% | +5.7% |
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