+41.2%
KEY vs BN
+37.9%
+3.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.5% |
| 7D | +2.2% | -2.5% | +4.7% | +3.9% |
| 30D | -3.0% | -9.5% | +6.5% | +3.6% |
| 3M | +3.3% | -10.4% | +13.7% | +10.9% |
| 6M | +9.2% | -6.4% | +15.6% | +12.8% |
| YTD | +10.6% | -11.9% | +22.5% | +18.3% |
| 1Y | +20.4% | -8.6% | +29.0% | +24.7% |
| 3Y | +121.8% | +77.6% | +44.3% | +36.6% |
| All | +41.2% | +37.9% | +3.3% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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