+123.6%
KEY vs WPM
+270.0%
-146.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.4% |
| 7D | +2.2% | +1.1% | +1.1% | +2.1% |
| 30D | -3.0% | +26.4% | -29.4% | -5.0% |
| 3M | +3.3% | +20.8% | -17.5% | +1.4% |
| 6M | +9.2% | +1.1% | +8.1% | +8.6% |
| YTD | +10.6% | +32.5% | -21.8% | +6.9% |
| 1Y | +20.4% | +51.5% | -31.1% | +14.3% |
| All | +123.6% | +270.0% | -146.4% | +64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling