+3,042.5%
EQT vs KEY
+1,030.3%
+2,012.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.3% |
| 7D | -0.8% | +2.7% | -3.6% | -1.5% |
| 30D | +6.6% | -3.2% | +9.9% | +7.4% |
| 3M | +4.4% | +1.0% | +3.4% | +4.0% |
| 6M | -10.5% | +11.9% | -22.4% | -13.3% |
| YTD | +3.7% | +8.7% | -5.0% | +1.0% |
| 1Y | +9.9% | +18.5% | -8.6% | +4.6% |
| 3Y | +35.4% | +124.0% | -88.6% | +8.4% |
| 5Y | +189.2% | +40.8% | +148.4% | +151.3% |
| 10Y | +50.7% | +167.0% | -116.3% | +7.9% |
| All | +3,042.5% | +1,030.3% | +2,012.2% | +1,575.4% |
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