+113.9%
KEY vs WING
-19.7%
+133.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.4% |
| 7D | -1.3% | +9.0% | -10.3% | -1.9% |
| 30D | +5.1% | +39.9% | -34.8% | +2.4% |
| 3M | -7.1% | +40.4% | -47.5% | -9.7% |
| 6M | -4.4% | +12.9% | -17.3% | -5.9% |
| YTD | +4.0% | -31.1% | +35.1% | +6.3% |
| 1Y | +23.4% | -32.7% | +56.1% | +26.2% |
| 3Y | +113.9% | -19.8% | +133.7% | +65.7% |
| All | +113.9% | -19.7% | +133.6% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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