+29.1%
KEY vs HTZ
-91.9%
+121.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -20.8% | +18.1% | -0.4% |
| 7D | -2.5% | -7.7% | +5.3% | -1.9% |
| 30D | +4.1% | -13.1% | +17.2% | +5.2% |
| 3M | -8.4% | +14.7% | -23.1% | -11.7% |
| 6M | -2.3% | -70.6% | +68.3% | +8.9% |
| YTD | +4.6% | -65.2% | +69.7% | +12.7% |
| 1Y | +24.6% | -73.2% | +97.7% | +38.5% |
| 3Y | +112.8% | -80.8% | +193.6% | +129.7% |
| 5Y | +12.9% | -94.8% | +107.7% | +45.4% |
| All | +29.1% | -91.9% | +121.0% | +63.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling