+72,563.2%
BBY vs KEY
+1,050.5%
+71,512.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.1% |
| 7D | +9.5% | +2.2% | +7.3% | +8.8% |
| 30D | +6.8% | -3.0% | +9.8% | +7.9% |
| 3M | +28.9% | +3.3% | +25.5% | +27.5% |
| 6M | +37.8% | +9.2% | +28.6% | +33.7% |
| YTD | +38.7% | +10.6% | +28.1% | +34.0% |
| 1Y | +23.7% | +20.4% | +3.3% | +16.2% |
| 3Y | +39.1% | +121.8% | -82.7% | +6.0% |
| 5Y | -0.4% | +41.1% | -41.5% | -16.0% |
| 10Y | +234.0% | +168.5% | +65.5% | +116.7% |
| All | +72,563.2% | +1,050.5% | +71,512.7% | +21,221.9% |
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 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