+890.6%
KEYS vs WING
+405.9%
+484.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.6% |
| 7D | +2.3% | -3.9% | +6.1% | +3.0% |
| 30D | -2.6% | -11.6% | +9.0% | -0.8% |
| 3M | -4.6% | -24.2% | +19.6% | -0.6% |
| 6M | +8.7% | -54.1% | +62.8% | +24.2% |
| YTD | +61.0% | -53.9% | +114.9% | +81.6% |
| 1Y | +96.0% | -64.4% | +160.3% | +132.0% |
| 3Y | +144.4% | -30.2% | +174.6% | +137.1% |
| 5Y | +80.5% | -34.1% | +114.6% | +68.3% |
| 10Y | +974.9% | +342.1% | +632.8% | +566.7% |
| All | +890.6% | +405.9% | +484.8% | +479.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 all: compounded portfolio wealth divided by compounded WING 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…
all analysis · Full analysis span regression · 6 months rolling