+18.5%
KEY vs EAT
+39.9%
-21.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.4% |
| 7D | +2.7% | -4.9% | +7.6% | +3.2% |
| 30D | -3.2% | -1.2% | -2.0% | -3.2% |
| 3M | +1.0% | +52.2% | -51.3% | -3.9% |
| 6M | +11.9% | +65.0% | -53.2% | +5.1% |
| YTD | +8.7% | +55.0% | -46.3% | +3.1% |
| 1Y | +18.5% | +42.1% | -23.6% | +12.6% |
| All | +18.5% | +39.9% | -21.5% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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