+169.3%
KEY vs WWD
+479.8%
-310.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | -0.3% | +0.6% | -1.0% | -0.7% |
| 30D | -3.3% | -5.1% | +1.8% | -0.4% |
| 3M | -0.7% | -11.2% | +10.5% | +5.0% |
| 6M | +12.5% | -12.0% | +24.6% | +18.2% |
| YTD | +8.4% | +12.0% | -3.6% | -3.1% |
| 1Y | +18.4% | +42.8% | -24.3% | -10.7% |
| 3Y | +123.3% | +168.9% | -45.6% | +5.8% |
| 5Y | +38.8% | +192.2% | -153.4% | -40.5% |
| 10Y | +169.3% | +495.3% | -326.0% | -27.7% |
| All | +169.3% | +479.8% | -310.5% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WWD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling