+263,909.3%
AMZN vs KEY
+133.9%
+263,775.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | -3.0% | +2.2% | -5.2% | -3.5% |
| 30D | -5.2% | -3.0% | -2.2% | -4.5% |
| 3M | +1.9% | +3.3% | -1.5% | +0.9% |
| 6M | +19.2% | +9.2% | +10.0% | +16.3% |
| YTD | +12.0% | +10.6% | +1.3% | +8.7% |
| 1Y | +9.7% | +20.4% | -10.7% | +4.0% |
| 3Y | +87.2% | +121.8% | -34.7% | +48.6% |
| 5Y | +48.7% | +41.1% | +7.5% | +28.2% |
| 10Y | +569.3% | +168.5% | +400.8% | +333.0% |
| All | +263,909.3% | +133.9% | +263,775.4% | +100,232.6% |
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