+92.8%
KEY vs BNS
+1,492.9%
-1,400.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +1.4% |
| 7D | +2.2% | +1.5% | +0.7% | +0.7% |
| 30D | -3.0% | +6.0% | -9.0% | -8.9% |
| 3M | +3.3% | +16.3% | -13.0% | -11.7% |
| 6M | +9.2% | +28.8% | -19.6% | -15.7% |
| YTD | +10.6% | +30.0% | -19.3% | -15.5% |
| 1Y | +20.4% | +50.7% | -30.3% | -20.9% |
| 3Y | +121.8% | +125.4% | -3.5% | -3.4% |
| 5Y | +41.1% | +94.2% | -53.1% | -28.1% |
| 10Y | +168.5% | +182.8% | -14.3% | +0.2% |
| All | +92.8% | +1,492.9% | -1,400.1% | -79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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