+1,007.5%
KEY vs BN
+15,687.7%
-14,680.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | -1.3% | +5.3% | -6.6% | -4.4% |
| 30D | +5.1% | +11.9% | -6.8% | -1.8% |
| 3M | -7.1% | -5.7% | -1.4% | -4.2% |
| 6M | -4.4% | -10.6% | +6.2% | +1.4% |
| YTD | +4.0% | -9.4% | +13.4% | +8.3% |
| 1Y | +23.4% | -8.8% | +32.2% | +27.8% |
| 3Y | +113.9% | +95.6% | +18.3% | +40.1% |
| 5Y | +12.3% | +30.2% | -17.8% | -7.6% |
| 10Y | +125.5% | +277.0% | -151.5% | +6.6% |
| All | +1,007.5% | +15,687.7% | -14,680.2% | +70.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling