+555.5%
AMZN vs KEY
+167.0%
+388.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.2% |
| 7D | +0.8% | +2.7% | -1.9% | +0.2% |
| 30D | -6.4% | -3.2% | -3.2% | -5.8% |
| 3M | +4.8% | +1.0% | +3.8% | +4.5% |
| 6M | +20.5% | +11.9% | +8.7% | +17.6% |
| YTD | +11.3% | +8.7% | +2.6% | +9.1% |
| 1Y | +9.0% | +18.5% | -9.5% | +4.8% |
| 3Y | +85.9% | +124.0% | -38.1% | +56.7% |
| 5Y | +45.8% | +40.8% | +5.0% | +31.8% |
| 10Y | +555.5% | +167.0% | +388.5% | +414.8% |
| All | +555.5% | +167.0% | +388.5% | +414.8% |
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