+20.4%
KEY vs IVZ
+56.4%
-36.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.1% |
| 7D | +2.2% | +0.6% | +1.6% | +1.9% |
| 30D | -3.0% | +4.0% | -7.0% | -4.5% |
| 3M | +3.3% | +18.2% | -14.8% | -3.5% |
| 6M | +9.2% | +32.8% | -23.6% | -3.3% |
| YTD | +10.6% | +28.7% | -18.1% | -1.7% |
| 1Y | +20.4% | +55.4% | -35.0% | -2.1% |
| All | +20.4% | +56.4% | -36.0% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling