+29.6%
KEY vs BR
-14.2%
+43.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.0% | -1.5% | +1.4% |
| 7D | +1.7% | +7.0% | -5.3% | +1.4% |
| 30D | +6.8% | +19.0% | -12.2% | +6.3% |
| 3M | -5.8% | +13.1% | -18.9% | -6.2% |
| 6M | +1.4% | +24.6% | -23.2% | +0.7% |
| YTD | +7.5% | -13.6% | +21.1% | +10.2% |
| 1Y | +29.6% | -13.1% | +42.7% | +31.8% |
| All | +29.6% | -14.2% | +43.9% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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