+2,540.4%
HPQ vs KEY
+1,006.9%
+1,533.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +0.5% | +0.5% | 0.0% | +0.4% |
| 30D | -5.9% | +6.9% | -12.8% | -7.6% |
| 3M | -3.7% | -5.0% | +1.3% | -2.2% |
| 6M | +28.1% | +0.7% | +27.3% | +27.5% |
| YTD | +32.5% | +6.5% | +26.0% | +29.5% |
| 1Y | +18.1% | +22.6% | -4.5% | +10.9% |
| 3Y | +16.4% | +125.3% | -108.9% | -9.0% |
| 5Y | +8.9% | +13.9% | -5.0% | -0.9% |
| 10Y | +157.6% | +105.3% | +52.3% | +91.5% |
| All | +2,540.4% | +1,006.9% | +1,533.4% | +698.1% |
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 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