+41.2%
KEY vs AEE
+40.8%
+0.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +2.2% | +0.3% | +1.9% | +2.1% |
| 30D | -3.0% | -2.3% | -0.7% | -2.2% |
| 3M | +3.3% | +0.2% | +3.1% | +3.0% |
| 6M | +9.2% | -4.7% | +13.9% | +10.8% |
| YTD | +10.6% | +8.1% | +2.5% | +6.6% |
| 1Y | +20.4% | +8.5% | +11.8% | +15.6% |
| 3Y | +121.8% | +48.9% | +73.0% | +82.6% |
| All | +41.2% | +40.8% | +0.4% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling