+10.6%
O vs KEY
+24.1%
-13.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.2% | -0.7% |
| 7D | +3.7% | -1.3% | +5.0% | +3.9% |
| 30D | +11.2% | +5.1% | +6.1% | +10.3% |
| 3M | -4.0% | -7.1% | +3.1% | -3.2% |
| 6M | -5.2% | -4.4% | -0.9% | -4.9% |
| YTD | +9.5% | +4.0% | +5.5% | +9.1% |
| 1Y | +10.6% | +23.4% | -12.8% | +8.4% |
| All | +10.6% | +24.1% | -13.5% | +8.4% |
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