+20.4%
KEY vs WCN
-8.7%
+29.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.4% |
| 7D | +2.2% | -0.6% | +2.8% | +2.2% |
| 30D | -3.0% | +0.4% | -3.5% | -3.1% |
| 3M | +3.3% | +7.3% | -4.0% | +2.4% |
| 6M | +9.2% | -2.5% | +11.7% | +9.4% |
| YTD | +10.6% | -5.4% | +16.0% | +11.0% |
| 1Y | +20.4% | -8.5% | +28.9% | +24.5% |
| All | +20.4% | -8.7% | +29.1% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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