+50.1%
HST vs KEY
+22.7%
+27.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | 0.0% | +1.2% |
| 7D | -1.1% | -0.4% | -0.8% | -0.9% |
| 30D | +11.6% | +7.2% | +4.4% | +7.6% |
| 3M | +9.5% | -4.9% | +14.4% | +12.3% |
| 6M | +18.9% | +1.1% | +17.9% | +17.4% |
| YTD | +51.0% | +6.8% | +44.2% | +43.0% |
| All | +50.1% | +22.7% | +27.4% | +29.6% |
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