+41.2%
KEY vs HTZ
-85.9%
+127.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | +0.1% |
| 7D | +2.2% | +7.5% | -5.3% | +1.3% |
| 30D | -3.0% | +47.4% | -50.5% | -8.5% |
| 3M | +3.3% | -54.9% | +58.2% | +10.3% |
| 6M | +9.2% | -47.0% | +56.2% | +12.8% |
| YTD | +10.6% | -55.3% | +65.9% | +16.6% |
| 1Y | +20.4% | -57.6% | +78.0% | +25.6% |
| 3Y | +121.8% | -86.6% | +208.5% | +170.1% |
| All | +41.2% | -85.9% | +127.1% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 5y: compounded portfolio wealth divided by compounded HTZ 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…
5y analysis · Full analysis span regression · 6 months rolling