+1,078.2%
KEY vs PNC
+4,099.5%
-3,021.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | +2.2% | +1.4% | +0.8% | +1.1% |
| 30D | -3.0% | -3.8% | +0.8% | +0.1% |
| 3M | +3.3% | +9.0% | -5.7% | -3.7% |
| 6M | +9.2% | +16.6% | -7.5% | -3.6% |
| YTD | +10.6% | +20.4% | -9.8% | -4.9% |
| 1Y | +20.4% | +22.3% | -1.9% | +2.3% |
| 3Y | +121.8% | +124.5% | -2.7% | +18.5% |
| 5Y | +41.1% | +54.1% | -12.9% | +5.8% |
| 10Y | +168.5% | +276.3% | -107.7% | +14.0% |
| All | +1,078.2% | +4,099.5% | -3,021.4% | +66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling