+77.7%
KEY vs BBIO
+136.7%
-59.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -1.5% | -3.2% | +1.7% | -1.2% |
| 30D | -3.7% | -13.6% | +9.9% | -2.0% |
| 3M | -1.3% | +7.2% | -8.5% | -2.4% |
| 6M | +13.3% | +1.5% | +11.9% | +12.5% |
| YTD | +9.0% | -5.3% | +14.2% | +8.6% |
| 1Y | +18.7% | +37.7% | -19.0% | +12.3% |
| 3Y | +125.3% | +153.9% | -28.6% | +92.0% |
| 5Y | +40.2% | +43.9% | -3.7% | +9.4% |
| All | +77.7% | +136.7% | -59.0% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 10y: compounded portfolio wealth divided by compounded BBIO 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…
10y analysis · Full analysis span regression · 6 months rolling