+23.5%
KEY vs RRC
+38.2%
-14.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.5% |
| 7D | -0.5% | -0.5% | 0.0% | -0.5% |
| 30D | +6.7% | +25.2% | -18.5% | +7.8% |
| 3M | -4.6% | +27.8% | -32.4% | -3.3% |
| 6M | +2.6% | +27.2% | -24.6% | +4.1% |
| YTD | +7.0% | +48.2% | -41.2% | +8.4% |
| 1Y | +23.5% | +34.7% | -11.2% | +26.7% |
| All | +23.5% | +38.2% | -14.7% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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