+113.6%
KEY vs WCC
+492.1%
-378.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.1% | -5.4% | -1.4% |
| 7D | -0.4% | -5.7% | +5.3% | +1.6% |
| 30D | +7.2% | -13.5% | +20.7% | +13.5% |
| 3M | -4.9% | -12.9% | +8.0% | -0.7% |
| 6M | +1.1% | -10.7% | +11.7% | +2.3% |
| YTD | +6.8% | +30.0% | -23.2% | -13.1% |
| 1Y | +23.3% | +24.7% | -1.4% | +2.1% |
| 3Y | +126.1% | +136.6% | -10.5% | +21.1% |
| 5Y | +15.2% | +143.9% | -128.7% | -43.9% |
| 10Y | +113.6% | +465.9% | -352.3% | -53.9% |
| All | +113.6% | +492.1% | -378.5% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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