+74,726.4%
FAST vs KEY
+1,017.8%
+73,708.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.3% |
| 7D | +3.4% | +1.7% | +1.8% | +3.0% |
| 30D | +5.5% | +6.8% | -1.3% | +3.6% |
| 3M | +7.6% | -5.8% | +13.4% | +9.2% |
| 6M | +19.8% | +1.4% | +18.4% | +19.0% |
| YTD | +35.5% | +7.5% | +27.9% | +32.3% |
| 1Y | +31.6% | +29.6% | +2.0% | +22.0% |
| 3Y | +91.0% | +118.8% | -27.7% | +49.6% |
| 5Y | +105.1% | +16.8% | +88.3% | +81.7% |
| 10Y | +598.2% | +133.0% | +465.2% | +367.5% |
| All | +74,726.4% | +1,017.8% | +73,708.5% | +21,495.3% |
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