+113.6%
KEY vs HRB
+246.2%
-132.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.2% | +5.9% | +3.9% |
| 7D | -0.4% | -2.4% | +2.1% | +0.4% |
| 30D | +7.2% | +15.7% | -8.5% | +0.8% |
| 3M | -4.9% | +11.4% | -16.3% | -10.2% |
| 6M | +1.1% | +40.7% | -39.7% | -14.3% |
| YTD | +6.8% | +21.0% | -14.1% | -5.5% |
| 1Y | +23.3% | +7.2% | +16.0% | +15.0% |
| 3Y | +126.1% | +29.2% | +96.9% | +85.1% |
| 5Y | +15.2% | +142.3% | -127.1% | -33.9% |
| 10Y | +113.6% | +253.1% | -139.5% | -5.2% |
| All | +113.6% | +246.2% | -132.6% | -5.2% |
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