+48.7%
MAR vs KEY
+22.3%
+26.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | +2.9% | +0.5% | +2.3% | +2.6% |
| 30D | +17.0% | +6.9% | +10.2% | +14.0% |
| 3M | +23.2% | -5.0% | +28.2% | +25.7% |
| 6M | +21.7% | +0.7% | +21.0% | +20.6% |
| YTD | +38.9% | +6.5% | +32.4% | +33.5% |
| 1Y | +48.7% | +22.6% | +26.0% | +36.0% |
| All | +48.7% | +22.3% | +26.4% | +36.0% |
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