+65.3%
KEYS vs HTZ
-76.0%
+141.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.1% | +5.6% | +0.1% |
| 7D | +16.7% | -14.0% | +30.7% | +18.2% |
| 30D | -17.8% | -19.8% | +2.0% | -16.4% |
| 3M | -14.2% | -45.0% | +30.8% | -9.9% |
| 6M | -15.9% | -73.2% | +57.3% | -4.3% |
| YTD | +49.7% | -70.0% | +119.8% | +63.2% |
| 1Y | +65.3% | -75.7% | +141.0% | +93.8% |
| All | +65.3% | -76.0% | +141.3% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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