+20.4%
KEY vs BEN
+42.6%
-22.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -1.2% |
| 7D | +2.2% | +0.2% | +2.0% | +2.1% |
| 30D | -3.0% | -0.5% | -2.5% | -2.8% |
| 3M | +3.3% | +9.7% | -6.4% | -0.9% |
| 6M | +9.2% | +33.9% | -24.7% | -4.5% |
| YTD | +10.6% | +49.0% | -38.3% | -7.6% |
| 1Y | +20.4% | +42.1% | -21.7% | -0.4% |
| All | +20.4% | +42.6% | -22.2% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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