+3,313.5%
DELL vs KEY
+167.2%
+3,146.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.5% | +11.3% | +11.6% |
| 7D | +0.4% | -0.5% | +0.9% | +0.7% |
| 30D | -35.1% | +6.7% | -41.8% | -36.6% |
| 3M | -15.1% | -4.6% | -10.5% | -13.5% |
| 6M | +51.7% | +2.6% | +49.1% | +50.4% |
| YTD | +200.0% | +7.0% | +193.0% | +192.5% |
| 1Y | +172.1% | +23.5% | +148.7% | +152.1% |
| 3Y | +431.2% | +126.4% | +304.8% | +295.1% |
| 5Y | +633.1% | +13.0% | +620.1% | +564.2% |
| 10Y | +2,886.3% | +99.5% | +2,786.9% | +1,996.4% |
| All | +3,313.5% | +167.2% | +3,146.2% | +2,335.7% |
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