+17,845.4%
WDC vs KEY
+1,050.5%
+16,794.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.6% | +5.8% |
| 7D | +1.7% | +2.2% | -0.5% | +0.9% |
| 30D | -10.0% | -3.0% | -6.9% | -8.8% |
| 3M | -18.8% | +3.3% | -22.1% | -19.7% |
| 6M | +79.0% | +9.2% | +69.8% | +73.2% |
| YTD | +171.6% | +10.6% | +160.9% | +161.6% |
| 1Y | +417.4% | +20.4% | +397.0% | +380.6% |
| 3Y | +1,251.8% | +121.8% | +1,129.9% | +878.4% |
| 5Y | +911.7% | +41.1% | +870.6% | +732.0% |
| 10Y | +1,399.6% | +168.5% | +1,231.1% | +851.6% |
| All | +17,845.4% | +1,050.5% | +16,794.9% | +4,337.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling