+18.7%
KEY vs MOH
+4.9%
+13.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.5% |
| 7D | -1.5% | +1.7% | -3.2% | -1.6% |
| 30D | -3.7% | -0.9% | -2.8% | -3.7% |
| 3M | -1.3% | +5.7% | -7.0% | -1.4% |
| 6M | +13.3% | +39.1% | -25.8% | +12.6% |
| YTD | +9.0% | +17.7% | -8.7% | +8.3% |
| 1Y | +18.7% | +8.4% | +10.3% | +17.5% |
| All | +18.7% | +4.9% | +13.7% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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