+29.6%
KEY vs BEN
+56.2%
-26.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | -0.4% |
| 7D | +1.7% | +6.7% | -5.1% | -1.0% |
| 30D | +6.8% | +3.0% | +3.8% | +5.4% |
| 3M | -5.8% | -4.3% | -1.5% | -4.4% |
| 6M | +1.4% | +16.4% | -14.9% | -4.9% |
| YTD | +7.5% | +46.8% | -39.3% | -6.9% |
| 1Y | +29.6% | +57.3% | -27.7% | +10.3% |
| All | +29.6% | +56.2% | -26.6% | +10.3% |
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