+4,681.2%
DELL vs KEY
+176.5%
+4,504.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +14.9% | +2.2% | +12.7% | +14.2% |
| 30D | +13.3% | -3.0% | +16.3% | +14.8% |
| 3M | +24.4% | +3.3% | +21.1% | +23.2% |
| 6M | +258.0% | +9.2% | +248.8% | +247.6% |
| YTD | +320.2% | +10.6% | +309.5% | +304.8% |
| 1Y | +319.1% | +20.4% | +298.7% | +290.3% |
| 3Y | +706.5% | +121.8% | +584.7% | +500.0% |
| 5Y | +1,071.9% | +41.1% | +1,030.8% | +882.0% |
| 10Y | +4,683.5% | +168.5% | +4,514.9% | +3,265.9% |
| All | +4,681.2% | +176.5% | +4,504.8% | +3,271.6% |
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