+19.8%
U vs KEY
+23.0%
-3.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.8% | -1.5% |
| 7D | +16.9% | -0.5% | +17.4% | +17.0% |
| 30D | +6.4% | +6.7% | -0.4% | +2.9% |
| 3M | +13.2% | -4.6% | +17.8% | +15.5% |
| 6M | +84.8% | +2.6% | +82.2% | +78.8% |
| YTD | +12.4% | +7.0% | +5.4% | +9.3% |
| 1Y | +19.8% | +23.5% | -3.7% | +6.2% |
| All | +19.8% | +23.0% | -3.2% | +6.2% |
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