+2,901.0%
DELL vs KEY
+159.9%
+2,741.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.9% |
| 7D | -22.6% | -1.3% | -21.3% | -22.2% |
| 30D | -43.2% | +5.1% | -48.3% | -44.2% |
| 3M | -24.8% | -7.1% | -17.7% | -22.7% |
| 6M | +38.0% | -4.4% | +42.4% | +40.2% |
| YTD | +163.7% | +4.0% | +159.7% | +159.6% |
| 1Y | +122.5% | +23.4% | +99.1% | +106.0% |
| 3Y | +377.0% | +113.9% | +263.0% | +261.5% |
| 5Y | +542.6% | +12.3% | +530.2% | +483.2% |
| 10Y | +2,554.1% | +125.5% | +2,428.7% | +1,801.5% |
| All | +2,901.0% | +159.9% | +2,741.1% | +2,061.7% |
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