-16.8%
LVS vs KEY
+18.6%
-35.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.5% |
| 7D | +0.3% | +2.7% | -2.4% | -0.3% |
| 30D | -3.9% | -3.2% | -0.7% | -3.3% |
| 3M | -12.9% | +1.0% | -13.8% | -13.4% |
| 6M | -16.9% | +11.9% | -28.8% | -20.2% |
| YTD | -31.2% | +8.7% | -40.0% | -33.2% |
| All | -16.8% | +18.6% | -35.4% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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