+61.1%
KEY vs CLBK
+65.6%
-4.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.4% |
| 7D | -1.8% | -1.4% | -0.4% | -0.6% |
| 30D | -3.3% | +4.5% | -7.8% | -7.1% |
| 3M | -0.2% | +22.8% | -23.0% | -17.0% |
| 6M | +12.1% | +43.4% | -31.3% | -18.7% |
| YTD | +8.4% | +64.1% | -55.7% | -30.8% |
| 1Y | +17.6% | +67.6% | -49.9% | -27.0% |
| 3Y | +123.3% | +53.3% | +70.1% | +42.7% |
| 5Y | +39.5% | +44.8% | -5.3% | -14.6% |
| All | +61.1% | +65.6% | -4.5% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CLBK 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling