+132.4%
HOOD vs KEY
+35.4%
+97.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.5% |
| 7D | -4.8% | -1.3% | -3.5% | -4.0% |
| 30D | -26.1% | +5.1% | -31.3% | -28.3% |
| 3M | -10.8% | -7.1% | -3.7% | -6.6% |
| 6M | +2.4% | -4.4% | +6.7% | +4.9% |
| YTD | -28.5% | +4.0% | -32.5% | -30.1% |
| 1Y | -36.3% | +23.4% | -59.7% | -43.9% |
| 3Y | +743.7% | +113.9% | +629.8% | +489.0% |
| 5Y | +118.6% | +12.3% | +106.3% | +102.6% |
| All | +132.4% | +35.4% | +97.0% | +131.0% |
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