-0.8%
PAAS vs KEY
+22.3%
-23.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.9% |
| 7D | -7.0% | +1.8% | -8.8% | -7.8% |
| 30D | -15.3% | +7.1% | -22.4% | -17.7% |
| 3M | -27.7% | -5.9% | -21.8% | -26.0% |
| 6M | -40.5% | +2.2% | -42.7% | -41.9% |
| YTD | -26.5% | +6.4% | -32.9% | -31.1% |
| 1Y | -0.8% | +24.8% | -25.5% | -17.2% |
| All | -0.8% | +22.3% | -23.1% | -17.2% |
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