+119.0%
PAAS vs KEY
+40.7%
+78.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.4% |
| 7D | -2.9% | +2.2% | -5.1% | -3.2% |
| 30D | +6.8% | -3.0% | +9.8% | +7.2% |
| 3M | -2.9% | +3.3% | -6.2% | -3.5% |
| 6M | -16.4% | +9.2% | -25.6% | -17.6% |
| YTD | 0.0% | +10.6% | -10.6% | -1.6% |
| 1Y | +54.3% | +20.4% | +33.9% | +50.0% |
| 3Y | +230.7% | +121.8% | +108.8% | +196.8% |
| All | +119.0% | +40.7% | +78.3% | +86.5% |
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