+212.2%
PAAS vs KEY
+107.2%
+105.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.8% | -1.4% |
| 7D | -5.2% | -0.5% | -4.7% | -5.1% |
| 30D | -13.9% | +6.7% | -20.7% | -14.5% |
| 3M | -23.8% | -4.6% | -19.2% | -23.4% |
| 6M | -36.4% | +2.6% | -39.0% | -36.6% |
| YTD | -23.4% | +7.0% | -30.3% | -23.9% |
| 1Y | +5.6% | +23.5% | -17.8% | +3.4% |
| 3Y | +209.7% | +126.4% | +83.3% | +186.7% |
| 5Y | +55.6% | +13.0% | +42.5% | +48.5% |
| 10Y | +212.2% | +99.5% | +112.7% | +194.7% |
| All | +212.2% | +107.2% | +105.0% | +194.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling