+928.6%
WDC vs KEY
+40.7%
+887.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.6% | +5.7% |
| 7D | +1.7% | +2.2% | -0.5% | +0.8% |
| 30D | -10.0% | -3.0% | -6.9% | -8.6% |
| 3M | -18.8% | +3.3% | -22.1% | -19.9% |
| 6M | +79.0% | +9.2% | +69.8% | +72.3% |
| YTD | +171.6% | +10.6% | +160.9% | +160.1% |
| 1Y | +417.4% | +20.4% | +397.0% | +376.5% |
| 3Y | +1,251.8% | +121.8% | +1,129.9% | +861.4% |
| All | +928.6% | +40.7% | +887.9% | +789.6% |
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 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