+66.6%
WDC vs KEY
+22.7%
+44.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.7% | +7.2% | +7.9% |
| 7D | -14.4% | -0.4% | -14.0% | -13.9% |
| 30D | -27.1% | +7.2% | -34.3% | -30.0% |
| 3M | -33.3% | -4.9% | -28.3% | -30.6% |
| 6M | -39.6% | +1.1% | -40.7% | -40.3% |
| YTD | +68.4% | +6.8% | +61.6% | +54.6% |
| All | +66.6% | +22.7% | +44.0% | +43.6% |
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