+113.6%
KEY vs WEC
+178.6%
-65.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.4% |
| 7D | -0.4% | +0.2% | -0.6% | -0.4% |
| 30D | +7.2% | +12.9% | -5.7% | +3.4% |
| 3M | -4.9% | +9.8% | -14.7% | -7.6% |
| 6M | +1.1% | +6.7% | -5.7% | -1.0% |
| YTD | +6.8% | +14.0% | -7.2% | +2.3% |
| 1Y | +23.3% | +7.3% | +15.9% | +20.2% |
| 3Y | +126.1% | +63.8% | +62.3% | +92.3% |
| 5Y | +15.2% | +54.8% | -39.6% | -1.2% |
| 10Y | +113.6% | +185.7% | -72.1% | +119.9% |
| All | +113.6% | +178.6% | -65.0% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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