-7.2%
T vs KEY
+19.7%
-27.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.4% | -0.4% |
| 7D | -1.5% | +2.7% | -4.3% | -1.4% |
| 30D | +7.6% | -3.2% | +10.8% | +7.4% |
| 3M | +15.3% | +1.0% | +14.3% | +15.5% |
| 6M | -8.5% | +11.9% | -20.3% | -7.4% |
| YTD | +6.8% | +8.7% | -1.9% | +6.8% |
| 1Y | -7.2% | +18.5% | -25.7% | -8.2% |
| All | -7.2% | +19.7% | -27.0% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling