+734.5%
HBAN vs KEY
+1,013.2%
-278.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.1% |
| 7D | +2.3% | +2.9% | -0.7% | +0.1% |
| 30D | +4.8% | +8.4% | -3.7% | -1.5% |
| 3M | -10.1% | -5.8% | -4.3% | -5.9% |
| 6M | +5.0% | +5.4% | -0.4% | +1.0% |
| YTD | -6.1% | +7.1% | -13.2% | -10.5% |
| 1Y | +4.6% | +26.8% | -22.2% | -12.3% |
| 3Y | +74.9% | +128.7% | -53.8% | -8.3% |
| 5Y | +21.4% | +13.6% | +7.8% | +0.7% |
| 10Y | +105.3% | +99.7% | +5.6% | +4.9% |
| All | +734.5% | +1,013.2% | -278.6% | +139.1% |
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