+18.7%
HPQ vs KEY
+21.3%
-2.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +2.0% | +2.1% |
| 7D | +6.9% | +2.2% | +4.7% | +6.2% |
| 30D | +14.4% | -3.0% | +17.5% | +15.5% |
| 3M | +25.6% | +3.3% | +22.3% | +23.6% |
| 6M | +75.0% | +9.2% | +65.8% | +67.8% |
| YTD | +50.7% | +10.6% | +40.0% | +41.8% |
| 1Y | +18.7% | +20.4% | -1.7% | -2.2% |
| All | +18.7% | +21.3% | -2.7% | -2.2% |
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 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