+113.2%
WDC vs KEY
+29.6%
+83.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.5% | -8.3% | -7.7% |
| 7D | -18.3% | +1.7% | -20.0% | -19.2% |
| 30D | -26.7% | +6.8% | -33.5% | -29.7% |
| 3M | -40.9% | -5.8% | -35.1% | -38.4% |
| 6M | -26.8% | +1.4% | -28.2% | -27.9% |
| YTD | +88.2% | +7.5% | +80.7% | +72.6% |
| 1Y | +113.2% | +29.6% | +83.6% | +83.3% |
| All | +113.2% | +29.6% | +83.6% | +83.3% |
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 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