+40.8%
KEY vs PNC
+52.4%
-11.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -0.5% |
| 7D | +2.7% | +2.3% | +0.5% | +0.2% |
| 30D | -3.2% | -3.8% | +0.6% | +1.1% |
| 3M | +1.0% | +7.8% | -6.8% | -7.5% |
| 6M | +11.9% | +19.7% | -7.8% | -9.1% |
| YTD | +8.7% | +19.1% | -10.4% | -11.5% |
| 1Y | +18.5% | +23.1% | -4.7% | -7.3% |
| 3Y | +124.0% | +132.1% | -8.2% | -15.9% |
| 5Y | +40.8% | +52.2% | -11.4% | -15.2% |
| All | +40.8% | +52.4% | -11.6% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling