+26.8%
KEY vs LNT
+11.3%
+15.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +2.9% | +1.0% | +1.9% | +2.8% |
| 30D | +8.4% | +9.6% | -1.2% | +7.4% |
| 3M | -5.8% | +5.4% | -11.2% | -6.5% |
| 6M | +5.4% | +3.1% | +2.3% | +4.6% |
| YTD | +7.1% | +16.5% | -9.4% | +8.3% |
| 1Y | +26.8% | +12.3% | +14.5% | +27.5% |
| All | +26.8% | +11.3% | +15.5% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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