+77.3%
KEY vs BBIO
+144.2%
-67.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | +2.7% | -2.4% | +5.1% | +3.0% |
| 30D | -3.2% | -11.5% | +8.3% | -1.8% |
| 3M | +1.0% | +11.0% | -10.0% | -0.6% |
| 6M | +11.9% | +14.4% | -2.5% | +9.4% |
| YTD | +8.7% | -2.3% | +11.0% | +7.9% |
| 1Y | +18.5% | +37.7% | -19.2% | +12.2% |
| 3Y | +124.0% | +163.1% | -39.2% | +90.1% |
| 5Y | +40.8% | +49.5% | -8.7% | +9.3% |
| All | +77.3% | +144.2% | -67.0% | +0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling