+137,736.4%
AMAT vs KEY
+1,050.5%
+136,685.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.2% |
| 7D | -1.5% | +2.2% | -3.7% | -2.2% |
| 30D | -14.8% | -3.0% | -11.8% | -14.0% |
| 3M | -9.3% | +3.3% | -12.6% | -10.2% |
| 6M | +27.4% | +9.2% | +18.2% | +23.9% |
| YTD | +77.6% | +10.6% | +66.9% | +71.8% |
| 1Y | +188.9% | +20.4% | +168.5% | +171.2% |
| 3Y | +202.3% | +121.8% | +80.4% | +127.2% |
| 5Y | +248.9% | +41.1% | +207.8% | +192.5% |
| 10Y | +1,585.2% | +168.5% | +1,416.7% | +994.1% |
| All | +137,736.4% | +1,050.5% | +136,685.9% | +38,412.0% |
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