+41.7%
KEY vs BIYA
-99.9%
+141.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.9% | +9.0% | -6.1% | +2.9% |
| 30D | +8.4% | -12.9% | +21.4% | +8.5% |
| 3M | -5.8% | -54.7% | +48.9% | -5.4% |
| 6M | +5.4% | -85.1% | +90.5% | +5.1% |
| YTD | +7.1% | -96.9% | +103.9% | +8.6% |
| 1Y | +26.8% | -98.5% | +125.3% | +31.4% |
| All | +41.7% | -99.9% | +141.6% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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