+1,013.4%
KEY vs ALK
+765.2%
+248.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.2% | +0.5% | -1.5% |
| 7D | -2.5% | +7.1% | -9.5% | -5.2% |
| 30D | +4.1% | -3.0% | +7.1% | +4.7% |
| 3M | -8.4% | -25.6% | +17.3% | +1.6% |
| 6M | -2.3% | +0.5% | -2.8% | -5.0% |
| YTD | +4.6% | -23.1% | +27.6% | +10.4% |
| 1Y | +24.6% | -7.5% | +32.1% | +22.1% |
| 3Y | +112.8% | +15.3% | +97.5% | +82.0% |
| 5Y | +12.9% | -34.8% | +47.7% | +19.5% |
| 10Y | +126.7% | -41.2% | +167.8% | +135.7% |
| All | +1,013.4% | +765.2% | +248.2% | +280.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling