+127.3%
KEY vs WING
-23.4%
+150.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | -0.2% |
| 7D | +1.8% | -3.9% | +5.7% | +2.0% |
| 30D | +7.1% | +26.6% | -19.5% | +5.1% |
| 3M | -5.9% | +42.5% | -48.4% | -8.7% |
| 6M | +2.2% | +29.4% | -27.2% | -0.6% |
| YTD | +6.4% | -32.8% | +39.2% | +9.0% |
| 1Y | +24.8% | -33.5% | +58.2% | +27.7% |
| All | +127.3% | -23.4% | +150.7% | +86.7% |
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