+591.6%
AMZN vs KEY
+121.9%
+469.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.3% | +2.4% |
| 7D | +8.7% | -0.4% | +9.0% | +8.8% |
| 30D | +1.7% | +7.2% | -5.5% | +0.2% |
| 3M | -2.8% | -4.9% | +2.2% | -1.8% |
| 6M | -2.1% | +1.1% | -3.2% | -2.5% |
| YTD | +15.6% | +6.8% | +8.8% | +13.7% |
| 1Y | +9.2% | +23.3% | -14.1% | +4.2% |
| 3Y | +89.9% | +126.1% | -36.2% | +60.1% |
| 5Y | +49.3% | +15.2% | +34.1% | +38.8% |
| 10Y | +591.6% | +113.6% | +478.0% | +538.9% |
| All | +591.6% | +121.9% | +469.7% | +538.9% |
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