+62.5%
SLB vs KEY
+11.7%
+50.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -7.1% | -1.3% | -5.8% | -6.7% |
| 30D | +4.1% | +5.1% | -1.1% | +2.1% |
| 3M | -2.6% | -7.1% | +4.5% | -0.1% |
| 6M | -8.6% | -4.4% | -4.2% | -7.4% |
| YTD | +32.2% | +4.0% | +28.2% | +29.4% |
| 1Y | +40.7% | +23.4% | +17.2% | +29.1% |
| 3Y | -4.5% | +113.9% | -118.4% | -28.6% |
| All | +62.5% | +11.7% | +50.9% | +40.6% |
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