+135.5%
KEY vs HRB
+38.9%
+96.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +0.7% |
| 7D | +2.2% | -5.7% | +7.9% | +2.9% |
| 30D | -3.0% | +7.9% | -10.9% | -4.1% |
| 3M | +3.3% | +32.1% | -28.8% | -0.8% |
| 6M | +9.2% | +62.2% | -53.0% | +1.0% |
| YTD | +10.6% | +16.4% | -5.8% | +10.2% |
| 1Y | +20.4% | -0.3% | +20.7% | +24.3% |
| All | +135.5% | +38.9% | +96.6% | +110.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling