+105.3%
KEY vs HRB
+252.0%
-146.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.5% | -4.0% | +4.6% | +2.0% |
| 30D | +6.9% | +15.8% | -8.9% | +0.5% |
| 3M | -5.0% | +12.0% | -17.0% | -10.5% |
| 6M | +0.7% | +40.7% | -40.0% | -14.5% |
| YTD | +6.5% | +21.0% | -14.5% | -5.8% |
| 1Y | +22.6% | +11.7% | +11.0% | +12.3% |
| 3Y | +125.3% | +25.0% | +100.4% | +87.7% |
| 5Y | +13.9% | +141.0% | -127.1% | -34.4% |
| 10Y | +105.3% | +241.3% | -135.9% | -7.4% |
| All | +105.3% | +252.0% | -146.6% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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