+172.9%
KEY vs PRU
+142.7%
+30.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +1.2% |
| 7D | +2.2% | +1.9% | +0.3% | +0.4% |
| 30D | -3.0% | +2.7% | -5.7% | -5.6% |
| 3M | +3.3% | +19.5% | -16.1% | -13.4% |
| 6M | +9.2% | +26.6% | -17.4% | -14.0% |
| YTD | +10.6% | +12.3% | -1.7% | -2.9% |
| 1Y | +20.4% | +18.0% | +2.3% | +0.5% |
| 3Y | +121.8% | +47.0% | +74.8% | +49.1% |
| 5Y | +41.1% | +48.4% | -7.3% | -2.4% |
| All | +172.9% | +142.7% | +30.2% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling