+140.0%
WBD vs KEY
+21.3%
+118.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -1.8% | +2.2% | -4.0% | -2.2% |
| 30D | +8.8% | -3.0% | +11.8% | +9.3% |
| 3M | +4.6% | +3.3% | +1.3% | +4.0% |
| 6M | +1.1% | +9.2% | -8.1% | -0.8% |
| YTD | -2.0% | +10.6% | -12.6% | -4.6% |
| 1Y | +140.0% | +20.4% | +119.6% | +124.6% |
| All | +140.0% | +21.3% | +118.7% | +124.6% |
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 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