+166.0%
KEY vs PFGC
+419.1%
-253.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +2.2% | -2.2% | +4.4% | +3.2% |
| 30D | -3.0% | -11.9% | +8.9% | +2.0% |
| 3M | +3.3% | +5.0% | -1.7% | +0.8% |
| 6M | +9.2% | +8.6% | +0.6% | +4.5% |
| YTD | +10.6% | +9.7% | +1.0% | +4.4% |
| 1Y | +20.4% | -6.3% | +26.7% | +21.3% |
| 3Y | +121.8% | +58.2% | +63.6% | +79.0% |
| 5Y | +41.1% | +110.4% | -69.3% | -1.5% |
| 10Y | +168.5% | +272.8% | -104.2% | +49.5% |
| All | +166.0% | +419.1% | -253.1% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 all: compounded portfolio wealth divided by compounded PFGC 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…
all analysis · Full analysis span regression · 6 months rolling