+40.8%
KEY vs LNT
+35.5%
+5.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.1% |
| 7D | +2.7% | +1.0% | +1.7% | +2.3% |
| 30D | -3.2% | -1.1% | -2.1% | -2.8% |
| 3M | +1.0% | -3.6% | +4.6% | +2.2% |
| 6M | +11.9% | -2.7% | +14.5% | +12.6% |
| YTD | +8.7% | +8.0% | +0.7% | +4.4% |
| 1Y | +18.5% | +10.5% | +8.0% | +12.5% |
| 3Y | +124.0% | +49.6% | +74.4% | +82.2% |
| 5Y | +40.8% | +32.2% | +8.6% | +16.6% |
| All | +40.8% | +35.5% | +5.4% | +16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling