+213.5%
PAAS vs KEYS
+1,049.9%
-836.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.0% | -4.6% | -1.6% |
| 7D | -1.9% | +3.5% | -5.4% | -2.8% |
| 30D | -3.6% | -4.5% | +0.9% | -2.6% |
| 3M | +8.6% | -0.4% | +9.0% | +7.9% |
| 6M | -16.7% | +19.1% | -35.8% | -20.7% |
| YTD | -1.9% | +66.7% | -68.6% | -14.2% |
| 1Y | +38.0% | +96.5% | -58.5% | +15.8% |
| 3Y | +234.9% | +155.2% | +79.8% | +161.8% |
| 5Y | +119.5% | +88.0% | +31.5% | +79.0% |
| All | +213.5% | +1,049.9% | -836.4% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 10y: compounded portfolio wealth divided by compounded KEYS 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…
10y analysis · Full analysis span regression · 6 months rolling