+697.3%
DELL vs KEY
+132.7%
+564.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +14.9% | +2.2% | +12.7% | +14.0% |
| 30D | +13.3% | -3.0% | +16.3% | +14.9% |
| 3M | +24.4% | +3.3% | +21.1% | +23.1% |
| 6M | +258.0% | +9.2% | +248.8% | +246.7% |
| YTD | +320.2% | +10.6% | +309.5% | +303.1% |
| 1Y | +319.1% | +20.4% | +298.7% | +287.1% |
| All | +697.3% | +132.7% | +564.6% | +575.5% |
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