+55.6%
KEY vs WCN
+6,839.3%
-6,783.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.7% |
| 6M | +9.2% | -2.5% | +11.7% | +9.4% |
| YTD | +10.6% | -5.4% | +16.0% | +11.7% |
| 1Y | +20.4% | -8.5% | +28.9% | +22.7% |
| 3Y | +121.8% | +20.8% | +101.1% | +105.0% |
| 5Y | +41.1% | +30.0% | +11.1% | +26.5% |
| 10Y | +168.5% | +238.4% | -69.9% | +83.4% |
| All | +55.6% | +6,839.3% | -6,783.7% | -33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling