+22.6%
KEY vs BHP
+51.6%
-28.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | 0.0% |
| 7D | +0.5% | +3.8% | -3.3% | 0.0% |
| 30D | +6.9% | -6.5% | +13.3% | +7.8% |
| 3M | -5.0% | -8.5% | +3.5% | -4.0% |
| 6M | +0.7% | -2.2% | +2.9% | -0.3% |
| YTD | +6.5% | +40.0% | -33.5% | -6.3% |
| 1Y | +22.6% | +51.3% | -28.7% | +3.2% |
| All | +22.6% | +51.6% | -28.9% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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