+717.4%
HOOD vs KEY
+107.3%
+610.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.7% | -7.6% | -7.9% |
| 7D | -14.4% | -2.5% | -11.9% | -12.3% |
| 30D | -30.0% | +4.1% | -34.1% | -32.4% |
| 3M | -15.5% | -8.4% | -7.2% | -8.6% |
| 6M | +1.8% | -2.3% | +4.1% | +3.1% |
| YTD | -30.7% | +4.6% | -35.3% | -34.0% |
| 1Y | -45.0% | +24.6% | -69.5% | -55.4% |
| All | +717.4% | +107.3% | +610.1% | +422.1% |
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 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