+169.3%
KEY vs CPAY
+144.7%
+24.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.1% |
| 7D | -0.3% | -2.5% | +2.2% | +1.2% |
| 30D | -3.3% | +1.3% | -4.6% | -4.2% |
| 3M | -0.7% | +13.5% | -14.2% | -8.9% |
| 6M | +12.5% | +24.7% | -12.2% | -4.1% |
| YTD | +8.4% | +34.9% | -26.5% | -13.7% |
| 1Y | +18.4% | +29.7% | -11.2% | -4.1% |
| 3Y | +123.3% | +49.4% | +73.9% | +59.7% |
| 5Y | +38.8% | +53.5% | -14.7% | -4.9% |
| 10Y | +169.3% | +152.5% | +16.8% | +54.0% |
| All | +169.3% | +144.7% | +24.6% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling