+24.8%
KEY vs EMB
-0.3%
+25.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.6% |
| 7D | +1.8% | -0.7% | +2.4% | +2.7% |
| 30D | +7.1% | +0.5% | +6.6% | +6.5% |
| 3M | -5.9% | -2.5% | -3.5% | -2.7% |
| 6M | +2.2% | -2.0% | +4.2% | +5.0% |
| YTD | +6.4% | -0.9% | +7.3% | +7.5% |
| 1Y | +24.8% | -0.3% | +25.1% | +25.1% |
| All | +24.8% | -0.3% | +25.0% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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