+94.2%
KEY vs AEE
+222.5%
-128.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.1% |
| 7D | +2.9% | +1.7% | +1.2% | +2.2% |
| 30D | +8.4% | +9.7% | -1.3% | +4.2% |
| 3M | -5.8% | +5.9% | -11.7% | -8.1% |
| 6M | +5.4% | +6.7% | -1.3% | +2.2% |
| YTD | +7.1% | +17.4% | -10.3% | -0.9% |
| 1Y | +26.8% | +12.7% | +14.1% | +19.4% |
| 3Y | +128.7% | +68.2% | +60.5% | +76.5% |
| 5Y | +13.6% | +57.3% | -43.7% | -10.8% |
| All | +94.2% | +222.5% | -128.3% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling