+12.2%
KEY vs AEE
+52.8%
-40.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | -1.3% | +2.1% | -3.4% | -2.0% |
| 30D | +5.1% | +11.4% | -6.2% | +0.9% |
| 3M | -7.1% | +5.0% | -12.1% | -8.9% |
| 6M | -4.4% | +4.4% | -8.8% | -6.2% |
| YTD | +4.0% | +15.4% | -11.4% | -2.4% |
| 1Y | +23.4% | +13.8% | +9.6% | +16.4% |
| 3Y | +113.9% | +58.0% | +55.9% | +70.8% |
| All | +12.2% | +52.8% | -40.6% | -12.0% |
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