+6.7%
LVS vs KEY
+39.4%
-32.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.4% |
| 7D | +0.3% | +2.7% | -2.4% | -0.5% |
| 30D | -3.9% | -3.2% | -0.7% | -3.0% |
| 3M | -12.9% | +1.0% | -13.8% | -13.3% |
| 6M | -16.9% | +11.9% | -28.8% | -20.0% |
| YTD | -31.2% | +8.7% | -40.0% | -33.3% |
| 1Y | -16.4% | +18.5% | -34.9% | -21.1% |
| 3Y | -4.4% | +124.0% | -128.4% | -26.7% |
| 5Y | +6.7% | +40.8% | -34.2% | -9.7% |
| All | +6.7% | +39.4% | -32.7% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling