+24.8%
KEY vs ALK
-7.4%
+32.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.8% | +4.3% | +0.6% |
| 7D | +1.8% | +0.9% | +0.9% | +1.5% |
| 30D | +7.1% | +3.3% | +3.9% | +6.1% |
| 3M | -5.9% | -17.6% | +11.6% | -2.2% |
| 6M | +2.2% | +0.8% | +1.4% | +0.3% |
| YTD | +6.4% | -22.4% | +28.8% | +12.0% |
| 1Y | +24.8% | -10.1% | +34.8% | +23.8% |
| All | +24.8% | -7.4% | +32.1% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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