+22,650.5%
PH vs KEY
+981.5%
+21,669.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.0% |
| 7D | +2.0% | -1.3% | +3.3% | +2.4% |
| 30D | -3.7% | +5.1% | -8.8% | -5.4% |
| 3M | -14.0% | -7.1% | -6.9% | -12.0% |
| 6M | +2.1% | -4.4% | +6.5% | +3.4% |
| YTD | +5.1% | +4.0% | +1.0% | +3.3% |
| 1Y | +10.9% | +23.4% | -12.5% | +2.9% |
| 3Y | +132.9% | +113.9% | +19.0% | +78.1% |
| 5Y | +200.1% | +12.3% | +187.8% | +172.1% |
| 10Y | +783.8% | +125.5% | +658.3% | +528.0% |
| All | +22,650.5% | +981.5% | +21,669.0% | +7,829.2% |
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 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