+128.5%
KEY vs CPAY
+100.9%
+27.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | -0.5% | +10.4% | -10.9% | -4.8% |
| 30D | +6.7% | +16.2% | -9.4% | -0.2% |
| 3M | -4.6% | +13.7% | -18.3% | -10.1% |
| 6M | +2.6% | +35.2% | -32.7% | -11.0% |
| YTD | +7.0% | +53.5% | -46.5% | -14.7% |
| 1Y | +23.5% | +58.9% | -35.5% | -3.6% |
| All | +128.5% | +100.9% | +27.6% | +21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling