+346.9%
DELL vs KEY
+18.3%
+328.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.3% |
| 7D | +8.7% | -0.3% | +9.1% | +8.9% |
| 30D | +16.9% | -3.3% | +20.2% | +17.8% |
| 3M | +40.4% | -0.7% | +41.2% | +40.9% |
| 6M | +267.1% | +12.5% | +254.5% | +265.9% |
| YTD | +329.1% | +8.4% | +320.7% | +327.0% |
| 1Y | +346.9% | +18.4% | +328.5% | +312.4% |
| All | +346.9% | +18.3% | +328.7% | +312.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling