+1,013.4%
KEY vs WEC
+4,455.0%
-3,441.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | -2.5% | +3.2% | -5.7% | -3.8% |
| 30D | +4.1% | +14.7% | -10.6% | -2.1% |
| 3M | -8.4% | +10.2% | -18.6% | -12.4% |
| 6M | -2.3% | +4.5% | -6.8% | -4.5% |
| YTD | +4.6% | +15.1% | -10.5% | -2.4% |
| 1Y | +24.6% | +9.4% | +15.2% | +18.8% |
| 3Y | +112.8% | +56.9% | +55.9% | +70.5% |
| 5Y | +12.9% | +54.4% | -41.5% | -10.6% |
| 10Y | +126.7% | +183.5% | -56.8% | +24.6% |
| All | +1,013.4% | +4,455.0% | -3,441.6% | +57.0% |
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