+982.8%
PAAS vs KEY
+327.0%
+655.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -1.9% |
| 7D | -0.4% | -2.5% | +2.0% | -0.1% |
| 30D | -11.6% | +4.1% | -15.7% | -12.0% |
| 3M | -15.6% | -8.4% | -7.2% | -14.8% |
| 6M | -19.1% | -2.3% | -16.8% | -19.0% |
| YTD | -20.9% | +4.6% | -25.5% | -21.4% |
| 1Y | +21.3% | +24.6% | -3.3% | +18.5% |
| 3Y | +177.4% | +112.8% | +64.6% | +154.9% |
| 5Y | +71.3% | +12.9% | +58.4% | +64.1% |
| 10Y | +181.5% | +126.7% | +54.8% | +139.8% |
| All | +982.8% | +327.0% | +655.7% | +675.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling