+54.8%
SCHD vs KEY
+121.2%
-66.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | -2.6% | -0.3% | -2.3% | -2.6% |
| 30D | -0.3% | -3.3% | +3.0% | +0.5% |
| 3M | +6.1% | -0.7% | +6.8% | +6.1% |
| 6M | +11.7% | +12.5% | -0.8% | +8.1% |
| YTD | +26.3% | +8.4% | +17.9% | +23.2% |
| 1Y | +28.8% | +18.4% | +10.3% | +22.4% |
| All | +54.8% | +121.2% | -66.4% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling