+70.8%
PAAS vs KEY
+11.7%
+59.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | +8.4% | -1.3% | +9.7% | +8.6% |
| 30D | -7.2% | +5.1% | -12.3% | -7.8% |
| 3M | -14.0% | -7.1% | -6.9% | -13.1% |
| 6M | -26.8% | -4.4% | -22.4% | -26.4% |
| YTD | -19.8% | +4.0% | -23.8% | -20.4% |
| 1Y | +22.8% | +23.4% | -0.6% | +19.3% |
| 3Y | +183.6% | +113.9% | +69.7% | +157.2% |
| All | +70.8% | +11.7% | +59.1% | +45.2% |
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 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