+73.6%
PAAS vs KEY
+16.6%
+57.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | +2.5% |
| 7D | +8.8% | -0.4% | +9.2% | +8.9% |
| 30D | -8.5% | +7.2% | -15.7% | -9.4% |
| 3M | -17.0% | -4.9% | -12.1% | -16.4% |
| 6M | -27.9% | +1.1% | -28.9% | -28.1% |
| YTD | -17.5% | +6.8% | -24.3% | -18.4% |
| 1Y | +22.8% | +23.3% | -0.5% | +19.2% |
| 3Y | +224.2% | +126.1% | +98.1% | +192.5% |
| 5Y | +73.6% | +15.2% | +58.4% | +46.9% |
| All | +73.6% | +16.6% | +57.1% | +46.9% |
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