+7,917.6%
FLEX vs KEY
+333.2%
+7,584.4%
-96.4%
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 | -0.9% | +2.2% | -3.1% | -1.8% |
| 30D | -10.1% | -3.0% | -7.1% | -9.0% |
| 3M | -31.3% | +3.3% | -34.7% | -32.2% |
| 6M | +71.3% | +9.2% | +62.1% | +65.9% |
| YTD | +81.2% | +10.6% | +70.6% | +74.4% |
| 1Y | +98.5% | +20.4% | +78.1% | +84.2% |
| 3Y | +428.2% | +121.8% | +306.4% | +278.8% |
| 5Y | +657.3% | +41.1% | +616.1% | +514.4% |
| 10Y | +995.9% | +168.5% | +827.4% | +555.7% |
| All | +7,917.6% | +333.2% | +7,584.4% | +3,058.1% |
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