+1,269.9%
PAAS vs KEY
+351.9%
+918.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.4% |
| 7D | -2.9% | +2.2% | -5.1% | -3.1% |
| 30D | +6.8% | -3.0% | +9.8% | +7.1% |
| 3M | -2.9% | +3.3% | -6.2% | -3.3% |
| 6M | -16.4% | +9.2% | -25.6% | -17.3% |
| YTD | 0.0% | +10.6% | -10.6% | -1.1% |
| 1Y | +54.3% | +20.4% | +33.9% | +51.1% |
| 3Y | +230.7% | +121.8% | +108.8% | +202.1% |
| 5Y | +111.6% | +41.1% | +70.5% | +98.1% |
| 10Y | +211.7% | +168.5% | +43.2% | +160.6% |
| All | +1,269.9% | +351.9% | +918.0% | +874.9% |
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 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