+1,122.0%
DELL vs KEY
+39.4%
+1,082.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.6% | +2.5% |
| 7D | +25.6% | +2.7% | +22.9% | +24.5% |
| 30D | +17.7% | -3.2% | +20.9% | +19.3% |
| 3M | +33.4% | +1.0% | +32.5% | +33.2% |
| 6M | +266.2% | +11.9% | +254.3% | +252.6% |
| YTD | +328.0% | +8.7% | +319.3% | +314.8% |
| 1Y | +339.6% | +18.5% | +321.1% | +311.5% |
| 3Y | +694.6% | +124.0% | +570.6% | +500.7% |
| 5Y | +1,122.0% | +40.8% | +1,081.2% | +960.5% |
| All | +1,122.0% | +39.4% | +1,082.6% | +960.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling