+1,007.5%
KEY vs BEN
+4,818.7%
-3,811.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -3.4% |
| 7D | -1.3% | +6.6% | -7.9% | -5.3% |
| 30D | +5.1% | +3.8% | +1.3% | +2.5% |
| 3M | -7.1% | +0.2% | -7.3% | -7.6% |
| 6M | -4.4% | +10.4% | -14.8% | -10.8% |
| YTD | +4.0% | +46.2% | -42.2% | -19.0% |
| 1Y | +23.4% | +52.3% | -28.8% | -6.4% |
| 3Y | +113.9% | +65.9% | +48.0% | +50.9% |
| 5Y | +12.3% | +20.6% | -8.2% | -3.5% |
| 10Y | +125.5% | +64.8% | +60.7% | +56.3% |
| All | +1,007.5% | +4,818.7% | -3,811.1% | +214.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling