+41.2%
KEY vs WCN
+30.3%
+10.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.6% |
| 7D | +2.2% | -0.6% | +2.8% | +2.4% |
| 30D | -3.0% | +0.4% | -3.5% | -3.2% |
| 3M | +3.3% | +7.3% | -4.0% | +0.8% |
| 6M | +9.2% | -2.5% | +11.7% | +9.6% |
| YTD | +10.6% | -5.4% | +16.0% | +12.0% |
| 1Y | +20.4% | -8.5% | +28.9% | +23.2% |
| 3Y | +121.8% | +20.8% | +101.1% | +98.1% |
| All | +41.2% | +30.3% | +10.8% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling