+18.4%
KEY vs NVD
-60.3%
+78.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.1% | -0.2% |
| 7D | -0.3% | +0.5% | -0.8% | -0.3% |
| 30D | -3.3% | -9.3% | +6.0% | -3.4% |
| 3M | -0.7% | -22.1% | +21.4% | -1.2% |
| 6M | +12.5% | -45.8% | +58.3% | +9.9% |
| YTD | +8.4% | -46.7% | +55.1% | +5.6% |
| 1Y | +18.4% | -59.5% | +77.9% | +15.8% |
| All | +18.4% | -60.3% | +78.8% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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