+92.6%
HUM vs KEY
+25.9%
+66.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.3% |
| 7D | +3.7% | +2.9% | +0.8% | +2.9% |
| 30D | +5.5% | +8.4% | -2.9% | +2.9% |
| 3M | +17.1% | -5.8% | +22.9% | +18.9% |
| 6M | +48.3% | +5.4% | +42.8% | +44.9% |
| YTD | +77.4% | +7.1% | +70.3% | +68.4% |
| 1Y | +92.6% | +26.8% | +65.8% | +66.6% |
| All | +92.6% | +25.9% | +66.6% | +66.6% |
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