+113.2%
WDC vs KEYS
+55.9%
+57.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -6.3% | -0.5% | -1.0% |
| 7D | -18.3% | -14.8% | -3.5% | -5.3% |
| 30D | -26.7% | -25.6% | -1.1% | -4.0% |
| 3M | -40.9% | -16.2% | -24.7% | -31.0% |
| 6M | -26.8% | -18.6% | -8.1% | -10.6% |
| YTD | +88.2% | +40.7% | +47.5% | +52.1% |
| 1Y | +113.2% | +59.6% | +53.6% | +58.6% |
| All | +113.2% | +55.9% | +57.3% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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