+770.1%
KEY vs AZO
+43,293.3%
-42,523.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +2.2% | +0.7% | +1.5% | +1.9% |
| 30D | -3.0% | -2.7% | -0.3% | -2.1% |
| 3M | +3.3% | -3.2% | +6.5% | +3.9% |
| 6M | +9.2% | -19.7% | +28.9% | +17.3% |
| YTD | +10.6% | -12.0% | +22.7% | +14.2% |
| 1Y | +20.4% | -29.5% | +49.9% | +34.3% |
| 3Y | +121.8% | +17.3% | +104.5% | +100.4% |
| 5Y | +41.1% | +94.1% | -52.9% | +3.5% |
| 10Y | +168.5% | +303.3% | -134.8% | +47.7% |
| All | +770.1% | +43,293.3% | -42,523.2% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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