+126.1%
KEY vs THC
+428.0%
-301.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.7% | +2.4% |
| 7D | -0.4% | +7.5% | -7.9% | -1.5% |
| 30D | +7.2% | +9.6% | -2.4% | +5.7% |
| 3M | -4.9% | +10.3% | -15.2% | -6.4% |
| 6M | +1.1% | +51.8% | -50.7% | -5.7% |
| YTD | +6.8% | +45.4% | -38.6% | -0.3% |
| 1Y | +23.3% | +40.8% | -17.5% | +15.6% |
| 3Y | +126.1% | +448.8% | -322.7% | +15.5% |
| All | +126.1% | +428.0% | -301.9% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 3y: compounded portfolio wealth divided by compounded THC 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…
3y analysis · Full analysis span regression · 6 months rolling