+23.4%
KEY vs BEN
+54.9%
-31.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -2.4% |
| 7D | -1.3% | +6.6% | -7.9% | -3.9% |
| 30D | +5.1% | +3.8% | +1.3% | +3.4% |
| 3M | -7.1% | +0.2% | -7.3% | -7.4% |
| 6M | -4.4% | +10.4% | -14.8% | -8.6% |
| YTD | +4.0% | +46.2% | -42.2% | -9.9% |
| 1Y | +23.4% | +52.3% | -28.8% | +5.7% |
| All | +23.4% | +54.9% | -31.5% | +5.7% |
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