-6.2%
KELYA price history and return analytics
+72.7%
-78.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.3% |
| 7D | -4.7% | -2.0% | -2.7% | -3.4% |
| 30D | +3.7% | -1.4% | +5.1% | +4.7% |
| 3M | +36.5% | +4.7% | +31.7% | +31.4% |
| 6M | +79.3% | +11.4% | +67.9% | +64.7% |
| YTD | +84.6% | +13.1% | +71.6% | +67.6% |
| 1Y | +24.4% | +19.0% | +5.4% | +8.2% |
| All | -6.2% | +72.7% | -78.9% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling