+88.9%
KEYS vs WEC
-0.3%
+89.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.9% | -1.7% |
| 7D | +0.9% | -1.3% | +2.2% | +0.8% |
| 30D | -5.3% | -0.4% | -4.9% | -5.1% |
| 3M | +0.5% | -6.8% | +7.3% | -0.9% |
| 6M | +14.0% | -6.4% | +20.4% | +12.5% |
| YTD | +60.3% | +2.5% | +57.8% | +65.7% |
| All | +88.9% | -0.3% | +89.2% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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