+1,078.2%
KEY vs WEC
+3,978.4%
-2,900.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | +2.2% | -0.3% | +2.5% | +2.3% |
| 30D | -3.0% | -1.3% | -1.7% | -2.5% |
| 3M | +3.3% | -3.9% | +7.3% | +5.0% |
| 6M | +9.2% | -8.3% | +17.5% | +13.1% |
| YTD | +10.6% | +3.1% | +7.6% | +8.6% |
| 1Y | +20.4% | +1.9% | +18.5% | +18.5% |
| 3Y | +121.8% | +41.9% | +79.9% | +86.1% |
| 5Y | +41.1% | +30.8% | +10.3% | +20.3% |
| 10Y | +168.5% | +141.9% | +26.6% | +58.8% |
| All | +1,078.2% | +3,978.4% | -2,900.2% | +74.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling