+60.0%
SCHD vs KEY
+40.7%
+19.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.3% |
| YTD | +26.3% | +8.4% | +17.9% | +23.4% |
| 1Y | +28.8% | +18.4% | +10.3% | +22.8% |
| 3Y | +55.0% | +123.3% | -68.3% | +24.7% |
| 5Y | +60.0% | +38.8% | +21.2% | +40.8% |
| All | +60.0% | +40.7% | +19.3% | +40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling