+5,780.1%
ADSK vs KEY
+1,013.2%
+4,766.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | +1.0% | +2.9% | -1.9% | +0.2% |
| 30D | +14.4% | +8.4% | +6.0% | +11.7% |
| 3M | +2.5% | -5.8% | +8.3% | +4.2% |
| 6M | +14.5% | +5.4% | +9.0% | +12.2% |
| YTD | -10.7% | +7.1% | -17.7% | -13.2% |
| 1Y | -11.0% | +26.8% | -37.8% | -17.9% |
| 3Y | +25.9% | +128.7% | -102.8% | -4.5% |
| 5Y | -19.7% | +13.6% | -33.4% | -28.3% |
| 10Y | +258.2% | +99.7% | +158.6% | +149.0% |
| All | +5,780.1% | +1,013.2% | +4,766.9% | +1,802.2% |
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