+250.7%
HOOD vs KEY
+44.0%
+206.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | +17.1% | +2.2% | +14.9% | +15.7% |
| 30D | +31.6% | -3.0% | +34.6% | +34.0% |
| 3M | +38.2% | +3.3% | +34.9% | +34.9% |
| 6M | +48.5% | +9.2% | +39.3% | +40.4% |
| YTD | +8.0% | +10.6% | -2.7% | +1.4% |
| 1Y | +18.7% | +20.4% | -1.7% | +5.9% |
| 3Y | +999.1% | +121.8% | +877.3% | +642.9% |
| 5Y | +181.7% | +41.1% | +140.6% | +155.2% |
| All | +250.7% | +44.0% | +206.6% | +235.2% |
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