+29.6%
KEY vs WPM
+38.8%
-9.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +12.0% | -10.5% | +0.6% |
| 7D | +1.7% | +3.9% | -2.2% | +1.2% |
| 30D | +6.8% | -3.5% | +10.3% | +6.9% |
| 3M | -5.8% | +14.1% | -19.9% | -7.2% |
| 6M | +1.4% | +6.2% | -4.8% | +0.4% |
| YTD | +7.5% | +12.4% | -4.9% | +3.7% |
| 1Y | +29.6% | +40.0% | -10.3% | +21.3% |
| All | +29.6% | +38.8% | -9.2% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling