+634.6%
XYZ vs KEY
+109.2%
+525.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.0% | -3.2% |
| 7D | +12.6% | +0.5% | +12.1% | +12.5% |
| 30D | +10.8% | +6.9% | +3.9% | +7.4% |
| 3M | +8.4% | -5.0% | +13.4% | +11.2% |
| 6M | +14.3% | +0.7% | +13.6% | +13.8% |
| YTD | +31.5% | +6.5% | +25.0% | +27.0% |
| 1Y | +28.1% | +22.6% | +5.5% | +15.4% |
| 3Y | +66.2% | +125.3% | -59.2% | +11.4% |
| 5Y | -62.3% | +13.9% | -76.2% | -66.4% |
| 10Y | +634.6% | +105.3% | +529.2% | +370.1% |
| All | +634.6% | +109.2% | +525.4% | +370.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling