+17.6%
KEY vs PNC
+24.9%
-7.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.9% |
| 7D | -1.8% | -0.9% | -0.9% | -0.9% |
| 30D | -3.3% | -4.4% | +1.1% | +0.8% |
| 3M | -0.2% | +5.3% | -5.5% | -4.8% |
| 6M | +12.1% | +19.6% | -7.5% | -5.3% |
| YTD | +8.4% | +19.1% | -10.7% | -7.8% |
| 1Y | +17.6% | +24.3% | -6.7% | -5.7% |
| All | +17.6% | +24.9% | -7.2% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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