+70.2%
KEY vs AEE
+885.6%
-815.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.6% | +2.0% |
| 7D | -0.4% | +2.3% | -2.7% | -1.8% |
| 30D | +7.2% | +11.6% | -4.4% | +0.1% |
| 3M | -4.9% | +5.5% | -10.4% | -8.1% |
| 6M | +1.1% | +6.0% | -5.0% | -3.1% |
| YTD | +6.8% | +16.6% | -9.8% | -4.0% |
| 1Y | +23.3% | +12.1% | +11.2% | +13.3% |
| 3Y | +126.1% | +64.2% | +61.9% | +59.6% |
| 5Y | +15.2% | +59.1% | -43.9% | -19.0% |
| 10Y | +113.6% | +210.2% | -96.6% | -11.6% |
| All | +70.2% | +885.6% | -815.5% | -70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling