+85.6%
AMZN vs KEY
+106.2%
-20.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +7.9% | -1.3% | +9.2% | +8.4% |
| 30D | -0.2% | +5.1% | -5.4% | -1.9% |
| 3M | -4.8% | -7.1% | +2.3% | -2.6% |
| 6M | -5.7% | -4.4% | -1.3% | -4.7% |
| YTD | +12.3% | +4.0% | +8.3% | +9.9% |
| 1Y | +6.7% | +23.4% | -16.7% | -1.6% |
| 3Y | +85.6% | +113.9% | -28.4% | +55.4% |
| All | +85.6% | +106.2% | -20.7% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling