+22.6%
KEY vs WCN
+16.8%
+5.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +0.5% | +2.6% | -2.1% | +0.2% |
| 30D | +6.9% | +25.3% | -18.5% | +4.3% |
| 3M | -5.0% | +15.2% | -20.2% | -6.6% |
| 6M | +0.7% | +26.4% | -25.7% | -2.2% |
| YTD | +6.5% | +9.9% | -3.5% | +5.2% |
| 1Y | +22.6% | +16.2% | +6.4% | +21.1% |
| All | +22.6% | +16.8% | +5.8% | +21.1% |
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