+123.6%
KEY vs WEC
+42.1%
+81.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +2.2% | -0.3% | +2.5% | +2.3% |
| 30D | -3.0% | -1.3% | -1.7% | -2.6% |
| 3M | +3.3% | -3.9% | +7.3% | +4.6% |
| 6M | +9.2% | -8.3% | +17.5% | +12.3% |
| YTD | +10.6% | +3.1% | +7.6% | +8.5% |
| 1Y | +20.4% | +1.9% | +18.5% | +18.3% |
| All | +123.6% | +42.1% | +81.5% | +72.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling