+1,458.7%
DIS vs KEY
+1,050.5%
+408.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | -2.6% | +2.2% | -4.8% | -3.2% |
| 30D | +3.5% | -3.0% | +6.5% | +4.3% |
| 3M | +6.8% | +3.3% | +3.5% | +5.6% |
| 6M | +3.0% | +9.2% | -6.2% | +0.2% |
| YTD | -6.7% | +10.6% | -17.4% | -9.7% |
| 1Y | -10.1% | +20.4% | -30.5% | -15.2% |
| 3Y | +33.0% | +121.8% | -88.8% | +3.1% |
| 5Y | -40.0% | +41.1% | -81.1% | -49.1% |
| 10Y | +21.1% | +168.5% | -147.5% | -19.2% |
| All | +1,458.7% | +1,050.5% | +408.2% | +389.7% |
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