+97.0%
KEYS vs HTZ
-59.8%
+156.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +2.2% |
| 7D | +4.4% | -2.5% | +6.9% | +4.6% |
| 30D | -2.2% | -3.7% | +1.5% | -2.2% |
| 3M | +0.5% | -57.0% | +57.5% | +4.8% |
| 6M | +22.4% | -47.0% | +69.4% | +26.3% |
| YTD | +64.1% | -57.5% | +121.6% | +70.7% |
| 1Y | +97.0% | -63.5% | +160.4% | +107.9% |
| All | +97.0% | -59.8% | +156.8% | +107.9% |
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