+108.3%
V vs KEY
+13.1%
+95.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +0.9% | +2.9% | -2.0% | +0.3% |
| 30D | +9.0% | +8.4% | +0.5% | +7.0% |
| 3M | +16.7% | -5.8% | +22.5% | +18.2% |
| 6M | +33.4% | +5.4% | +28.0% | +31.7% |
| YTD | +22.4% | +7.1% | +15.3% | +20.1% |
| 1Y | +27.7% | +26.8% | +0.9% | +20.7% |
| 3Y | +78.0% | +128.7% | -50.7% | +45.9% |
| All | +108.3% | +13.1% | +95.2% | +110.3% |
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