+9.0%
HCA vs KEY
+29.6%
-20.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.5% | +8.8% | +10.0% |
| 7D | +10.2% | +1.7% | +8.6% | +9.9% |
| 30D | +17.4% | +6.8% | +10.6% | +16.1% |
| 3M | +27.7% | -5.8% | +33.5% | +29.0% |
| 6M | +20.0% | +1.4% | +18.6% | +19.8% |
| YTD | +10.0% | +7.5% | +2.5% | +7.7% |
| 1Y | +9.0% | +29.6% | -20.6% | +4.5% |
| All | +9.0% | +29.6% | -20.6% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling