+84,013.7%
BBY vs KEY
+1,006.4%
+83,007.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +4.0% | +1.8% | +2.3% | +3.5% |
| 30D | +17.6% | +7.1% | +10.4% | +15.1% |
| 3M | +25.9% | -5.9% | +31.8% | +28.5% |
| 6M | +85.1% | +2.2% | +82.9% | +83.9% |
| YTD | +60.6% | +6.4% | +54.2% | +57.3% |
| 1Y | +40.2% | +24.8% | +15.4% | +30.4% |
| 3Y | +86.6% | +125.2% | -38.6% | +42.3% |
| 5Y | -3.7% | +13.0% | -16.7% | -12.8% |
| 10Y | +287.7% | +98.5% | +189.2% | +176.1% |
| All | +84,013.7% | +1,006.4% | +83,007.3% | +24,921.0% |
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