+24.6%
KEY vs PL
-11.4%
+36.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -10.1% | +7.4% | -2.4% |
| 7D | -2.5% | -20.5% | +18.1% | -1.7% |
| 30D | +4.1% | -38.8% | +42.8% | +5.9% |
| 3M | -8.4% | -49.1% | +40.8% | -6.2% |
| 6M | -2.3% | -69.4% | +67.1% | +1.5% |
| YTD | +4.6% | -42.3% | +46.9% | +5.5% |
| 1Y | +24.6% | -14.2% | +38.7% | +23.9% |
| All | +24.6% | -11.4% | +36.0% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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