+14.5%
KEY vs BEN
+28.2%
-13.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.3% |
| 7D | +2.9% | +6.8% | -3.9% | -1.7% |
| 30D | +8.4% | +18.0% | -9.5% | -3.7% |
| 3M | -5.8% | +7.5% | -13.2% | -10.8% |
| 6M | +5.4% | +14.7% | -9.3% | -5.3% |
| YTD | +7.1% | +56.1% | -49.0% | -23.9% |
| 1Y | +26.8% | +69.6% | -42.8% | -15.3% |
| 3Y | +128.7% | +87.7% | +41.0% | +35.2% |
| All | +14.5% | +28.2% | -13.8% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling